IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 41,495 $7.03M 0.07% +17,187 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 41,462 $7.02M 1.4% -763 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 41,413 $7.01M 3.05% +2,978 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 41,227 $6.98M 0.97% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 40,927 $6.93M 1.44% +264 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,903 $6.92M 0.01% -455,580 13F-HR Timeline Group Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 40,673 $6.89M 3.34% -121 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 40,244 $6.81M 0.45% +671 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 40,037 $6.78M 4.85% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 40,009 $6.77M 2.06% +1,611 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 39,800 $6.74M 0.23% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39,741 $6.73M 0.15% +508 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 39,549 $6.7M 0.64% +42 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 39,535 $6.69M 0.79% +2,667 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 39,413 $6.67M 2.2% -134 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 39,042 $6.61M 0.65% +247 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 39,012 $6.6M 0.03% -325 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 38,905 $6.59M 1.73% -142 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 38,735 $6.56M 0.72% +4,323 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 38,697 $6.55M 1.63% -772 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 38,504 $6.52M 0.18% -5,195 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 38,495 $6.52M 1.89% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 38,288 $6.48M 0.49% -5,313 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 38,158 $6.46M 2.1% +3,398 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 38,033 $6.44M 2.88% +1,494 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 38,018 $6.44M 5.23% -503 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 38,000 $6.43M 3.17% 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 38,000 $6.43M 2.12% -9,000 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 38,000 $6.42M 1.03% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 37,917 $6.42M 3.77% 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 37,895 $6.42M 2.82% +277 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 37,865 $6.41M 2.15% +957 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 37,688 $6.38M 0.56% +370 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 36,497 $6.37M 2.11% -43 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 37,431 $6.34M 0.09% +3,035 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 37,383 $6.32M 4.44% -8,917 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 37,278 $6.31M 1.89% -117 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 37,272 $6.31M 1.9% +2,231 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 37,078 $6.28M 2.36% -322 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 37,060 $6.27M 2.27% -2,489 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 36,714 $6.22M 3.42% +965 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 36,702 $6.21M 1.41% +8,322 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 36,703 $6.21M 0.45% -1,293 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 36,640 $6.2M 2.42% -8 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 36,617 $6.2M 1.6% +687 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 36,600 $6.2M 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,434 $6.17M 0.08% +28 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 36,311 $6.15M 0.06% -7,823 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 35,891 $6.08M 0.38% +3,415 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 35,788 $6.06M 0.77% +536 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,676 $6.04M 0.32% -230 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 35,503 $6.01M 2.99% +3,630 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 35,357 $5.99M 3.03% +279 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 35,329 $5.98M 0.14% +3,486 13F-HR Timeline Group Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 35,320 $5.98M 4.57% 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 35,318 $5.98M 2.34% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 35,138 $5.95M 0.45% -981 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 35,082 $5.94M 0.74% -14,152 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 35,077 $5.94M 0.47% -1,329 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 34,803 $5.89M 1.15% -2,320 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 34,775 $5.89M 0.52% -4,781 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 34,685 $5.87M 3.75% +2,237 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 34,582 $5.85M 2.68% +8,518 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 34,578 $5.84M 1.55% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 34,276 $5.8M 1.2% +160 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 34,217 $5.79M 0.34% +105 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 34,204 $5.78M 2.2% -25,535 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 34,030 $5.76M 0.19% +8,009 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 34,022 $5.76M 0.59% +2,540 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 33,723 $5.71M 0.46% -58 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 33,676 $5.7M 4.73% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 33,674 $5.7M 2.2% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,661 $5.7M 0.06% +9,704 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 33,649 $5.68M 0.21% +2,135 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 33,513 $5.67M 5.33% 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 33,293 $5.64M 0.98% +6,922 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 33,218 $5.62M 0.81% +731 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 33,130 $5.61M 0.99% -28 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 33,083 $5.6M 0.05% -617 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,885 $5.57M 0.17% +2,517 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 32,821 $5.56M 4.09% 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 32,817 $5.56M 2.13% +720 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 32,631 $5.52M 2.88% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,610 $5.52M 0.3% -7,356 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 32,585 $5.52M 1.97% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 32,266 $5.46M 2.86% -764 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 32,203 $5.45M 4.93% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 32,139 $5.44M 0.45% -120 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 32,089 $5.43M 0.55% +83 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 31,949 $5.41M 3.12% -1,984 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 31,891 $5.4M 2.1% -1,369 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 31,801 $5.38M 0.68% +398 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 31,768 $5.38M 2.04% +426 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 31,725 $5.37M 0.18% +3,785 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 31,641 $5.36M 1.47% +7,443 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 31,442 $5.32M 0.21% -664 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 31,273 $5.29M 2.34% +1,473 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 31,108 $5.27M 0.41% -5,717 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 31,039 $5.25M 2.65% +8,235 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 30,945 $5.24M 1.18% +125 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 30,917 $5.23M 0.17% -4,097 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 30,890 $5.23M 1.54% -217 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 30,726 $5.2M 0.21% -500 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 30,609 $5.18M 0.9% +599 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 30,582 $5.18M 1.06% -164 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 30,553 $5.17M 2.3% +247 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 30,496 $5.16M 2.99% -3,588 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 30,375 $5.14M 1.65% -476 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 30,278 $5.13M 0.26% -192 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 29,865 $5.06M 3.35% +24 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 29,724 $5.03M 0.05% -40 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 29,670 $5.02M 1.02% +8,833 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 29,642 $5.02M 1.89% -35 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 29,639 $5.02M 0.12% +256 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 29,516 $5M 2.38% -195 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 29,503 $4.99M 0.16% -394 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 29,488 $4.99M 0.74% -501 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 29,467 $4.99M 1.64% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 29,400 $4.98M 0.4% +81 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 29,369 $4.97M 5% 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 29,255 $4.95M 4.57% -974 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 29,092 $4.93M 0.47% +430 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 28,954 $4.9M 0.08% +92 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 28,949 $4.9M 2.92% -299 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 28,947 $4.9M 0.62% -381 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,902 $4.85M 0.26% +1,454 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 28,514 $4.83M 0.23% -479 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 28,512 $4.83M 1.07% +204 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 28,424 $4.81M 1.25% +161 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 28,251 $4.78M 3.2% +1,533 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 28,200 $4.77M 1.65% -312 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 28,134 $4.76M 3.67% +1,218 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 28,079 $4.75M 2.6% +1,812 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 27,877 $4.72M 1.17% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 27,877 $4.72M 0.49% -25 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 27,840 $4.71M 0.56% +864 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 27,684 $4.69M 2.93% +80 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 27,298 $4.62M 0.25% +12,254 13F-HR/A Timeline Group Well Done, LLC More: the full row for Well Done, LLC 26,247 $4.58M 0.84% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 27,052 $4.58M 0.25% -2,241 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 27,010 $4.57M 4.35% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,998 $4.57M 0.41% -2,929 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 26,697 $4.52M 2.23% +5,994 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 26,545 $4.49M 0.84% -444 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 26,438 $4.48M 1.49% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 26,304 $4.45M 1.12% +870 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 26,228 $4.44M 1.63% +5,361 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 26,215 $4.44M 0.01% -1,559 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 26,201 $4.44M 1.87% -704 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 26,175 $4.43M 0.09% -3,117 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 26,086 $4.42M 3.38% -24 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 25,965 $4.4M 0.61% +4,691 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 25,900 $4.38M 2.79% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,854 $4.38M 0.06% +1,072 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 25,779 $4.36M 0.24% +135 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 25,634 $4.34M 1.4% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,495 $4.32M 0.27% +882 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 25,434 $4.31M 3.92% +504 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 25,428 $4.3M 0.4% -132 13F-HR Timeline Compass Investment Advisers LLC More: the full row for Compass Investment Advisers LLC 25,379 $4.3M 12.48% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 25,288 $4.28M 0.04% +1,096 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 25,252 $4.28M 2.83% +5,235 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 25,127 $4.25M 2.8% 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 24,954 $4.22M 1.21% +142 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 24,899 $4.22M 3.58% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 24,783 $4.2M 2.64% +464 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 24,544 $4.16M 2.08% -3,089 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24,441 $4.14M 1.36% +155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 24,419 $4.13M 0.19% -1,063 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 24,249 $4.11M 2.88% +1,830 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 23,970 $4.06M 1.93% -500 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 23,904 $4.05M 4.03% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 23,831 $4.03M 1.56% +273 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 23,760 $4.02M 1.91% +553 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 22,563 $4.01M 0.61% +1,712 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,634 $4M 0.64% +74 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 23,629 $4M 1.01% +4 13F-HR Timeline Security Financial Services, INC. 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