Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,720 $5.23M 0.4% +1,233 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,711 $5.22M 2.33% -231 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 14,707 $5.22M 1.12% +1,317 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 14,683 $5.21M +274 Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 14,682 $5.21M 1.01% -162 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 14,656 $5.2M 5.41% -117 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,651 $5.2M 0.62% -6 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,649 $5.2M 0.34% +933 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 14,628 $5.19M 1.35% -446 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 14,591 $5.18M 0.92% +144 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 14,574 $5.17M 1.81% -143 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,548 $5.17M 0.33% -451 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 14,507 $5.15M 1.41% +520 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,506 $5.15M 0.59% +1,084 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,504 $5.15M 0.36% new 13F-HR Timeline PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 14,500 $5.15M 2.25% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,500 $5.15M 2.19% -157 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 14,466 $5.14M 1.99% +197 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 14,428 $5.12M 2.22% 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 14,400 $5.11M 1.45% -100 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 14,365 $5.11M 0.24% -80 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 14,376 $5.1M 1.07% +457 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 14,363 $5.1M 0.2% -18,138 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 14,621 $5.1M 0.32% +74 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 14,344 $5.09M 0.99% +23 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,284 $5.07M 0.95% -934 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 14,281 $5.07M -3,025 Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 14,271 $5.07M 1.51% +120 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 14,268 $5.07M 0.07% -518 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,248 $5.06M 0.06% +366 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,236 $5.05M 0.61% -187 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,236 $5.05M 1.56% +56 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 14,159 $5.03M 1.34% -12,053 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,146 $5.02M 1.53% -188 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 14,118 $5.01M 2.31% +524 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 14,106 $5.01M 0.12% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 14,079 $5M 0.4% +2 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,078 $5M 0.64% +419 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 14,078 $5M 3.12% -104 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 14,065 $4.99M 0.14% +477 13F-HR Timeline Group JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 14,036 $4.98M 0.56% -293 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 14,030 $4.98M 0.52% +292 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14,024 $4.98M 2.28% -271 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 14,057 $4.97M 0.42% +589 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 13,960 $4.96M 2.77% -60 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,947 $4.95M 0.58% +3,140 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 13,940 $4.95M 0.54% -343 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,934 $4.95M 0.12% -65 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 13,933 $4.95M 0.02% -101,561 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 13,892 $4.93M 2.21% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,842 $4.91M 0.47% +531 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,838 $4.91M 0.62% +42 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,787 $4.89M 0.42% +1,003 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 13,782 $4.89M 1.03% +708 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,512 $4.89M 0.86% +729 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,756 $4.88M 0.9% -372 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 13,707 $4.87M 1.33% +609 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,695 $4.86M 0.76% +110 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 13,686 $4.86M 2.49% +272 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 13,681 $4.86M 3.21% -306 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 13,667 $4.85M 0.35% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 13,657 $4.85M 1.52% -935 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,632 $4.84M 0.23% +287 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13,616 $4.83M 1.17% +128 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,583 $4.82M 0.69% +557 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 13,535 $4.81M 2.24% -1,999 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 13,512 $4.8M 2.51% +166 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 13,497 $4.79M 0.35% +1,040 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 13,432 $4.77M 1.66% -1,050 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 13,425 $4.77M 0.09% -887 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 13,407 $4.76M 1.28% -666 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,404 $4.76M 0.16% +1,361 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,377 $4.75M 0.53% -225 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,374 $4.75M 0.62% -412 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 13,359 $4.74M 0.27% -472 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 13,300 $4.72M 1.67% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,283 $4.72M 0.49% +481 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 13,248 $4.7M 0.6% -2,168 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 13,227 $4.7M 0.11% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,859 $4.7M 0.25% -287 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 13,168 $4.68M 1.57% -420 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 13,118 $4.66M 2.84% -23,171 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,103 $4.65M 1.39% +13 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,102 $4.65M 1.22% +170 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 13,081 $4.64M 1.87% +6,224 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 13,081 $4.64M 0.69% -710 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 13,079 $4.64M 0.26% +155 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,060 $4.64M 1.27% -272 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 13,058 $4.64M 1.57% 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,042 $4.63M 0.07% +292 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 13,361 $4.62M 0.84% -462 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 12,979 $4.61M 0.22% -868 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 12,960 $4.6M 1.58% +19 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 12,920 $4.59M 1.72% -147 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,918 $4.59M 1.06% +345 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. 12,877 $4.57M 0.16% +298 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,861 $4.57M 0.28% +77 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 12,807 $4.55M 1.58% +2,481 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,767 $4.53M 1.66% -85 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 12,757 $4.53M 0.29% -873 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 12,696 $4.51M 2.07% -18 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,677 $4.5M 0.11% +443 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,671 $4.5M 0.63% +573 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 12,667 $4.5M 2.93% +8,825 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,652 $4.49M 1.23% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,622 $4.48M 0.57% -1,082 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,600 $4.47M 1.26% -1,000 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,580 $4.47M 0.59% -442 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,554 $4.46M 0.46% +341 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 12,505 $4.44M 1.82% -3,774 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 12,500 $4.44M 0.32% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,328 $4.42M 0.75% +202 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,459 $4.42M 0.76% +3 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 12,429 $4.41M 0.07% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,557 $4.4M 0.74% -42 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 12,345 $4.38M 1.33% -10,525 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,290 $4.36M 0.7% +85 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,285 $4.36M 0.59% -162 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,275 $4.36M 0.8% -113 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,253 $4.35M 0.31% +127 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,193 $4.33M 0.5% +954 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 12,178 $4.32M 0.8% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 12,170 $4.32M 0.56% -2 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 12,128 $4.31M 2.85% +1,201 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,126 $4.31M 0.48% +185 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 12,113 $4.3M 2.46% +720 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 12,101 $4.3M 0.97% +5,175 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 12,098 $4.29M 1.19% -1,800 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 12,082 $4.29M 0.23% -12,842 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 12,054 $4.28M 0.66% +153 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,052 $4.28M 0.41% -35 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,033 $4.27M 0.32% +1,897 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 12,020 $4.27M 0.21% +6,146 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 12,015 $4.27M 1.07% +152 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 12,000 $4.26M 0.88% +2,500 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,997 $4.26M 2.49% +814 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 11,988 $4.26M 1.97% +368 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,987 $4.26M 0.46% +480 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,980 $4.25M 0.44% -212 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 11,980 $4.25M 0.76% +4,537 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 11,943 $4.24M 1.11% +447 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 11,940 $4.24M 1.33% -45 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,938 $4.24M 1.32% -15 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,918 $4.23M 1.12% -1,092 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 11,910 $4.23M 2.62% -892 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 11,900 $4.23M 1.84% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 11,888 $4.22M 3.52% 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 11,876 $4.22M 1.33% -750 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 11,861 $4.21M 0.68% +704 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,840 $4.2M 1.03% -47 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,827 $4.2M 0.55% -244 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,818 $4.2M 0.25% -1,911 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,811 $4.19M 2.56% +59 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11,804 $4.19M 0.45% +608 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,770 $4.18M 0.52% -1,873 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,770 $4.18M 2.73% +181 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,750 $4.17M 0.16% -2,775 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,722 $4.16M 1.57% -78 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 11,706 $4.16M 1.09% +294 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,756 $4.15M 0.97% -955 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 11,660 $4.14M 0.89% +199 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,647 $4.14M 0.6% -61 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,612 $4.12M 1% -15 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,586 $4.11M 1.47% -879 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 11,582 $4.11M 2.68% +136 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,578 $4.11M 0.91% -368 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 12,130 $4.1M 0.67% -722 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,544 $4.1M 0.34% +249 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,678 $4.09M 0.79% -266 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,487 $4.08M 0.06% +2,096 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,472 $4.07M 0.57% -109 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,461 $4.07M 0.11% +520 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 11,453 $4.07M 0.84% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,446 $4.06M 1.92% -270 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,432 $4.06M 1.43% +320 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 11,404 $4.05M 1.83% -5,100 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,403 $4.05M 0.39% -97 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 11,372 $4.04M 0.54% -294 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,694 $4.03M 0.53% +11,742 13F-HR/A Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,354 $4.03M 2.67% -14 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 11,339 $4.03M 2.17% new 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 11,314 $4.02M 0.34% -784 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 11,265 $4M 0.14% +5,861 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,245 $3.98M 3.22% -106 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 11,219 $3.98M 1.1% 0 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 11,211 $3.98M 3.74% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,205 $3.98M 1.09% -3,704 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,189 $3.98M 0.91% -611 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,196 $3.98M 0.55% +430 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 11,168 $3.97M 2.37% +595 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 11,127 $3.95M 1.75% +1,510 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,123 $3.95M 0.75% +885 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 11,084 $3.94M 1.22% +10 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,060 $3.93M 0.81% -14 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,047 $3.92M 1.28% +16 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 11,019 $3.91M 1.7% -215 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,009 $3.91M 0.96% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,004 $3.91M 0.99% +2 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,989 $3.9M 1.24% -255 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,889 $3.87M 0.4% -1,668 13F-HR Timeline