Joseph Group Capital Management More: the full row for Joseph Group Capital Management 14,666 $5.14M 1.96% -1,178 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,657 $5.14M 0.68% -313 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,657 $5.14M 2.39% -158 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,619 $5.12M 1.52% -1,210 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 14,592 $5.11M 1.72% -2,097 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,532 $5.09M 0.33% -2,731 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,525 $5.09M 0.21% +303 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 14,500 $5.08M 1.52% -2,100 13F-HR Timeline Group PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 14,500 $5.08M 2.72% -5,500 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,527 $5.08M +439 Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 14,482 $5.08M 1.95% -79 13F-HR Timeline Bell Bank More: the full row for Bell Bank 14,470 $5.07M 0.27% +69 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 14,447 $5.06M 0.96% +348 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,445 $5.06M 0.25% -194 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,423 $5.05M 0.65% +1,195 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,419 $5.05M 0.68% -492 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 14,409 $5.03M +2,723 Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 14,352 $5.03M 0.11% -30,322 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 14,345 $5.03M 1.69% -3,005 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,338 $5.02M 0.29% +2,868 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,334 $5.02M 1.62% -117 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 14,329 $5.02M 0.67% -954 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 14,321 $5.02M 1.12% -439 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 14,312 $5.02M 0.1% +272 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14,295 $5.01M 2.38% -338 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 14,283 $5.01M 0.61% -316 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 14,269 $5M 1.6% +148 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,254 $5M 0.64% +863 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 14,547 $4.99M 0.34% +111 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,197 $4.98M 0.81% +77 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 14,182 $4.97M 3.26% -537 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 14,180 $4.97M 1.86% -979 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,180 $4.97M 1.62% -1,554 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 14,151 $4.96M 1.64% -901 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,128 $4.95M 1.01% +437 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 14,116 $4.95M 1.17% +1,137 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 14,097 $4.94M 0.95% +3,589 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 14,077 $4.93M 0.44% +82 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 14,073 $4.93M 1.48% +2,960 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 14,020 $4.91M 3.28% -83 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,999 $4.91M 0.13% -2,189 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 13,783 $4.9M 0.97% -1,164 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,987 $4.9M 1.48% +43 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 13,987 $4.9M 3.41% -62 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 13,987 $4.9M 0.03% -11,046 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 13,951 $4.89M 1.59% +13,292 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 13,919 $4.88M 1.12% -744 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 13,911 $4.88M 0.84% new 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 13,898 $4.87M 1.63% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,882 $4.87M 0.06% +2,887 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 13,837 $4.85M 1.25% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 13,831 $4.85M 0.31% -662 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 13,823 $4.84M 0.94% -340 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,796 $4.84M 0.65% -469 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 13,791 $4.83M 0.78% -542 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,786 $4.83M 0.65% +78 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,785 $4.83M 0.39% +128 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 13,738 $4.81M 0.54% -5,883 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,729 $4.81M 0.29% +969 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,716 $4.81M 0.35% +338 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,704 $4.8M 0.67% -4,364 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 13,847 $4.8M 0.24% -2,555 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 13,675 $4.79M 0.21% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,659 $4.79M 0.69% -824 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,643 $4.78M 0.68% -1,006 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,630 $4.78M 0.33% -98 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,329 $4.78M 0.91% +302 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,602 $4.77M 0.61% -272 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,600 $4.77M 1.5% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 13,588 $4.76M 0.15% +1,020 13F-HR Timeline Group CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 13,588 $4.76M 1.77% -249 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,585 $4.76M 0.8% +109 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,521 $4.74M 0.19% -3,788 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13,488 $4.73M 1.26% -356 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,487 $4.73M 0.4% +956 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 13,480 $4.72M 0.93% +551 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 13,468 $4.72M 0.45% +511 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,422 $4.7M 0.63% +181 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 13,414 $4.7M 2.74% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 13,390 $4.69M 1.06% -2,242 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 13,346 $4.68M 2.71% +251 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,345 $4.68M 0.22% -6 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 13,342 $4.68M 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,341 $4.68M 0.47% +2,405 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,332 $4.67M 1.31% -737 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 13,316 $4.67M 0.43% -4,148 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,311 $4.66M 0.48% +730 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 13,300 $4.66M 2.09% 0 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 13,148 $4.61M 0.02% +3,661 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,137 $4.6M 0.48% -867 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 13,098 $4.59M 1.38% +220 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,090 $4.59M 1.46% -291 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 13,074 $4.58M 1.01% -1,624 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,067 $4.58M 1.8% -71 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,026 $4.57M 0.74% -78 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,022 $4.56M 0.66% 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 13,010 $4.56M 1.26% +1,382 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 12,943 $4.54M 1.04% -261 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 12,941 $4.54M 1.65% +83 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,932 $4.53M 1.23% +394 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 12,924 $4.53M 0.27% -58 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 12,852 $4.5M 0.98% +312 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,852 $4.5M 1.82% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 12,802 $4.49M 0.51% +271 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12,802 $4.49M 3.05% +40 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 12,792 $4.48M 0.24% -38 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13,594 $4.48M 2.73% +339 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 12,784 $4.48M 0.42% -2,486 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,784 $4.48M 0.3% +525 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,750 $4.47M 0.11% -1,468 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 12,714 $4.46M 2.21% +1,452 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 12,626 $4.42M 1.48% -169 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,599 $4.42M 0.74% +23 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 12,579 $4.41M 0.17% +5,047 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,573 $4.41M 1.12% +980 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,557 $4.4M 0.5% -1,358 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,711 $4.39M 1.18% -2,794 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,483 $4.37M 0.07% -59 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,465 $4.37M 1.71% +348 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,457 $4.37M 0.36% +466 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,456 $4.37M 0.85% +23 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,447 $4.36M 0.73% +545 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,439 $4.36M 0.15% +2,761 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 12,429 $4.36M 0.07% +1,499 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 12,414 $4.35M 1.49% +8,150 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,388 $4.34M 0.86% -313 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 12,365 $4.33M 0.98% +260 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,146 $4.33M 0.25% -1,339 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 12,328 $4.32M 2.04% -1,220 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 12,259 $4.29M 2.2% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,234 $4.29M 0.14% +3,846 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,213 $4.28M 0.47% +202 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,205 $4.28M 0.72% +855 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,199 $4.28M 0.39% +680 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 12,192 $4.27M 0.49% -133 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 12,190 $4.27M 2.77% +3,661 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 12,178 $4.27M 0.8% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 12,172 $4.27M 0.62% +361 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,126 $4.25M 0.32% -30 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,098 $4.24M 0.64% +127 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 12,098 $4.24M 0.39% +7,153 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 12,100 $4.24M 1.85% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,087 $4.24M 0.42% +38 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,071 $4.23M 0.64% +123 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,043 $4.22M 0.16% -2,693 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 11,998 $4.2M 1.67% -2,673 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 11,985 $4.2M 1.49% -480 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,953 $4.19M 1.57% -137 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,946 $4.19M 0.99% -45 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,944 $4.19M 0.78% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,941 $4.19M 0.51% +555 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,936 $4.18M 0.36% -1,356 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 11,901 $4.17M 0.68% +310 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 11,900 $4.17M 1.7% 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,887 $4.17M 1.14% +480 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 11,863 $4.16M 1.14% -29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,800 $4.14M 1.12% +1,824 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,800 $4.14M 1.71% -78 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,752 $4.12M 2.75% +113 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 11,730 $4.11M 0.93% -6,793 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,722 $4.11M 0.73% -301 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,716 $4.11M 2.03% -285 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,690 $4.1M 0.89% -241 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 11,666 $4.09M 0.61% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 11,627 $4.07M 0.86% -451 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,627 $4.07M 1.07% -58 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 11,620 $4.07M 1.99% +1,377 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 11,620 $4.07M 1.07% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,589 $4.06M 2.91% +133 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,581 $4.06M 0.65% -6 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,507 $4.03M 0.47% -1,484 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,500 $4.03M 0.42% +1,006 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 11,496 $4.03M 1.17% +1,722 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 11,461 $4.02M 0.89% -3,470 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 11,446 $4.01M 2.86% -55 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 11,412 $4M 1.24% +199 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,393 $3.99M 2.65% -140 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,368 $3.98M 2.92% +80 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,351 $3.98M 3.03% -113 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,298 $3.96M 1.33% +32 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,295 $3.96M 0.37% +246 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,244 $3.94M 1.35% +227 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,239 $3.94M 0.54% +1,170 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 11,234 $3.94M 1.75% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,229 $3.94M 1.01% -309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 11,219 $3.93M 1.22% 0 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 11,200 $3.93M 0.11% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11,196 $3.92M 0.47% -861 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,195 $3.92M 0.69% -33 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,183 $3.92M 2.54% -948 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,165 $3.91M 1.76% -301 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 11,157 $3.91M 0.74% +2,315 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 11,393 $3.91M 2.43% -487 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,133 $3.9M 1.3% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,120 $3.9M 0.26% -1,143 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 11,119 $3.9M 2.33% -185 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 11,118 $3.9M 1.8% -468 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,112 $3.89M 2.05% +62 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,091 $3.89M 1.76% -192 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 11,074 $3.88M 1.34% +264 13F-HR Timeline