Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 14,642 $8.75M 5.08% +1,759 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 14,620 $8.74M 1.99% -174 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 14,596 $8.72M 4.74% +739 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,588 $8.72M 1.26% +1,071 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 14,550 $8.69M 5.38% -60 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 14,545 $8.69M 1.22% +5,064 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,487 $8.66M 0.92% +35 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,481 $8.65M 0.24% +2,893 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,429 $8.62M 0.53% +349 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,354 $8.58M 13.66% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 14,344 $8.57M 3.01% +790 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 14,327 $8.56M 1.25% +1,008 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 14,316 $8.55M 0.16% -156 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 13,008 $8.55M 2.86% +863 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 14,310 $8.55M 7.68% +455 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 14,271 $8.53M 2.84% +2,643 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 14,269 $8.53M 1.88% +809 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,242 $8.51M 0.02% -1,091 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 14,221 $8.5M 1% -56 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 14,206 $8.49M 7.6% +2,571 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 14,178 $8.47M 3.07% -612 13F-HR Timeline Group Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 14,174 $8.47M 8.35% +854 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 14,159 $8.46M 0.82% +119 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 14,142 $8.45M 1.38% -805 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 14,107 $8.43M 1.15% +3,880 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 14,073 $8.41M 1.89% -1,030 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,057 $8.4M 3.63% +137 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,054 $8.4M 4.07% -84 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,994 $8.36M 0.38% +9 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,992 $8.36M 0.31% -2,306 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,972 $8.35M 1.37% -330 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 13,954 $8.34M 4.57% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 13,942 $8.33M 2.56% -482 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 13,922 $8.32M 1.13% +105 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,890 $8.3M 0.07% +418 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,875 $8.29M 0.28% -282 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 13,866 $8.29M 1.57% +629 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 13,860 $8.28M 2.29% +1,827 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,858 $8.28M 0.3% +1,810 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 13,841 $8.27M 1.32% +195 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $8.25M 3.38% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 13,772 $8.23M 0.25% -584 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 13,720 $8.2M +5,024 Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 13,683 $8.18M 3.81% +1,384 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,645 $8.15M 0.1% +953 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 13,618 $8.14M 2.38% +219 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $8.07M 6.25% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,496 $8.06M 0.79% +336 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 13,477 $8.05M 4.27% +759 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,344 $8.04M 0.39% -199 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 13,446 $8.03M 2.09% +691 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,438 $8.03M 1.04% 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 13,420 $8.02M 0.01% -3,927 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,377 $7.99M 0.1% -12,653 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 13,350 $7.98M 7.13% +614 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,325 $7.96M 2.17% +739 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 13,319 $7.96M 5.58% +278 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,217 $7.9M 1.07% -257 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,157 $7.86M 0.6% -2,000 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,127 $7.84M 0.92% +608 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,123 $7.84M 1.15% -1,187 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 13,099 $7.83M 2.44% +10,736 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 13,098 $7.83M 1.31% -5,300 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 13,090 $7.82M 2.68% +487 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,083 $7.82M 0.81% -34 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,067 $7.81M 0.63% -1,245 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13,066 $7.81M 1.95% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,041 $7.79M 0.59% +1,258 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 13,035 $7.79M 0.79% +2,399 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 12,997 $7.77M 2.23% -64 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,922 $7.72M 0.4% -341 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,915 $7.72M 0.33% +2,060 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,897 $7.71M 0.24% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 12,895 $7.71M 0.85% -8,910 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 12,877 $7.69M 8.66% +62 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,831 $7.67M 0.73% +968 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,812 $7.66M 0.24% +572 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 12,800 $7.65M 0.15% -65,326 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,770 $7.63M 0.99% +429 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 11,940 $7.62M 1.91% +3,027 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,744 $7.62M 1.71% -676 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 12,732 $7.61M 0.01% +5,353 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 12,717 $7.6M 6.07% +540 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 12,711 $7.6M 0.74% -1,838 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 12,703 $7.59M 1.72% +4,900 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 12,703 $7.59M 8.81% +393 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,687 $7.58M 0.23% +425 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 12,681 $7.58M 0.93% -48 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,669 $7.57M 1.62% -226 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 12,653 $7.56M 2.04% +1,068 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,737 $7.55M 0.05% -4,526 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,601 $7.53M 0.41% +10 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 12,601 $7.53M 4.6% +1,272 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 12,600 $7.53M 0.4% +2,898 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,600 $7.53M 0.32% -148 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,958 $7.5M 0.36% -721 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,516 $7.48M 1.05% -824 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 12,516 $7.48M 0.72% 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,509 $7.48M 4.41% -266 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,558 $7.45M 0.05% +60 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 12,453 $7.44M 3.56% -1,053 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,425 $7.42M 0.35% +3,940 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,422 $7.42M 1.07% +1,141 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12,304 $7.41M 1.55% +8,971 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 12,371 $7.39M 4.32% +585 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 12,371 $7.39M 0.79% +3,374 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,367 $7.39M 0.1% +116 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,359 $7.39M 0.24% +492 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,355 $7.38M 1.67% +1,794 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 12,339 $7.37M 0.5% +163 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,318 $7.36M 0.51% +3,125 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 12,296 $7.35M 1.55% -265 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 12,281 $7.34M 6.82% +186 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,255 $7.32M 2.75% +2,972 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 12,251 $7.32M 0.95% +880 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,245 $7.32M 2.02% -220 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,210 $7.3M 3.54% -36 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 12,186 $7.28M 1.97% -1,326 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,133 $7.25M 3.64% -697 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,127 $7.25M 1.52% -54 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,917 $7.22M 0.08% -287 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,000 $7.17M 0.63% -10,250 13F-HR Timeline Group COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 12,000 $7.17M 1.33% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 11,974 $7.15M 2.5% new 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 11,959 $7.15M 6.57% +11 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,959 $7.15M 1.03% +669 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,958 $7.15M 0.22% +1,115 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 11,926 $7.13M 2.47% +1,440 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 11,911 $7.12M 1.34% -3,053 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,883 $7.1M 1.24% +288 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,837 $7.07M 0.47% -140 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 11,825 $7.07M 0.77% +1,241 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 11,792 $7.05M 3.11% +633 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 10,386 $7.04M 2.42% -3,580 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,754 $7.02M 0.6% +172 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,735 $7.01M 0.34% -216 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 11,574 $7.01M 1.94% +418 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 11,709 $7M 3.43% +11,707 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 11,688 $6.98M 5.62% +158 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 11,649 $6.96M 0.36% +740 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 11,626 $6.95M 2.19% +915 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,600 $6.93M 0.2% -164 13F-HR/A Timeline Amundi in group Amundi More: the full row for Amundi 11,597 $6.93M <0.01% -221 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 11,597 $6.93M 0.51% -109 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,552 $6.9M 0.19% +39 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,493 $6.87M -14 Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 11,487 $6.86M 0.03% +2,500 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,463 $6.85M 0.41% -252 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 11,425 $6.83M 5.98% -402 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 11,423 $6.83M 5.67% +6,272 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,413 $6.82M 1.89% -325 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,348 $6.78M 0.44% -24 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,339 $6.78M 0.32% +284 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,333 $6.77M 0.04% -148 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 11,295 $6.75M 5.01% -21,659 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,277 $6.74M 0.57% -38 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,266 $6.73M 5.58% +331 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,198 $6.69M 0.02% -1,720 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 11,181 $6.68M 5.31% -2,026 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,166 $6.67M 0.37% +85 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 11,153 $6.66M 6.12% +193 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,151 $6.66M 1.37% -342 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 11,141 $6.66M 4.35% -100 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,106 $6.64M 1.26% +274 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,015 $6.63M 1.22% -1,260 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 11,077 $6.62M 2.01% -414 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 11,064 $6.61M 1.21% +766 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 11,042 $6.6M 0.59% +11 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,016 $6.58M 0.87% +808 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 11,010 $6.58M 1.31% -1,156 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,992 $6.57M 0.65% -325 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BSW Wealth Partners More: the full row for BSW Wealth Partners 10,981 $6.56M 0.8% -795 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,920 $6.53M 0.36% +1,228 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,919 $6.52M 1.08% +344 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,889 $6.51M 1.63% +98 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,851 $6.48M 1.02% -107 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,841 $6.48M 0.12% -2,689 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,784 $6.44M 1.93% +46 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,756 $6.43M 1.47% +2 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 9,431 $6.41M 4.82% -205 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,722 $6.41M 1.87% +153 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 10,720 $6.41M 1.2% -45 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 10,718 $6.4M 1.76% +6,825 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,675 $6.38M 0.36% -1,128 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,659 $6.37M 3.39% +306 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 10,655 $6.37M 2.86% +687 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,605 $6.34M 0.42% +397 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,591 $6.33M 1.39% +388 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,583 $6.32M 0.45% -1,207 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10,572 $6.32M 2.42% -195 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,546 $6.3M 0.1% -307 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 10,546 $6.3M 0.88% 0 13F-HR Timeline Group Marino Management, LLC More: the full row for Marino Management, LLC 10,836 $6.29M 1.15% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,524 $6.29M 0.78% +708 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 10,513 $6.28M 1.7% +1,387 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,485 $6.27M 0.45% +274 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 10,470 $6.26M 0.75% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,438 $6.24M 0.87% +699 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,963 $6.23M 0.35% -17,251 13F-HR/A Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 10,406 $6.22M 4.92% +48 13F-HR Timeline