Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 67,618 $12.9M 5.73% +38,398 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 67,520 $12.9M 4.73% -2,939 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 67,401 $12.8M 0.23% +2,661 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 67,380 $12.8M 0.09% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 67,347 $12.8M 0.07% +1,252 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 67,001 $12.8M 4.98% +589 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 66,714 $12.7M -9,020 Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 66,606 $12.7M 1.28% -3,667 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 66,455 $12.7M 6.22% +4,023 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 68,939 $12.7M 2.05% +39,627 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 66,256 $12.6M 0.41% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 66,030 $12.6M 0.82% +130 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 65,628 $12.5M 0.24% +4,468 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 65,396 $12.5M 4.25% -2,684 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 68,461 $12.4M 4.79% -8,776 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 64,967 $12.4M 0.88% -571 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 64,884 $12.4M 2.85% -227 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 64,756 $12.3M 2.31% +435 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 64,504 $12.3M 5.2% +13,560 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 64,275 $12.3M 0.84% +18,559 13F-HR Timeline Group CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 64,098 $12.2M 10.52% -2,366 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 63,676 $12.1M 0.32% +19,751 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 62,658 $11.9M 0.17% +3,834 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 62,553 $11.9M 0.11% -11,787 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 61,815 $11.8M 0.3% -1,744 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 61,570 $11.7M 8.04% -24,206 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 61,512 $11.7M 1.97% -6,873 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 61,305 $11.7M 0.98% +46,677 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 61,128 $11.6M 0.28% -1,401 13F-HR Timeline Trust Co More: the full row for Trust Co 61,025 $11.6M 1.05% -2,133 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 60,760 $11.6M 3.46% +10,501 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 62,441 $11.6M 4.89% -2,546 13F-HR Timeline ADAMS DIVERSIFIED EQUITY FUND, INC. in group ADAMS DIVERSIFIED EQUITY FUND… More: the full row for ADAMS DIVERSIFIED EQUITY FUND, INC. 60,600 $11.5M 0.35% new 13F-HR Timeline Group Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 60,531 $11.5M 3.15% -72 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 60,223 $11.5M 3.34% -5,743 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 59,824 $11.4M 2.15% +5,783 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 59,804 $11.4M 0.01% -71,104 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 59,455 $11.3M 4.32% +617 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 59,311 $11.3M 0.03% -50,463 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 59,168 $11.3M 0.86% -206 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 59,138 $11.3M 0.07% -7 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 59,069 $11.3M 1.47% -1,355 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 58,814 $11.2M 4.52% -549 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 57,869 $11M 0.11% -45,993 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 57,859 $11M 0.55% +2,465 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 57,814 $11M 1.92% +106 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 57,792 $11M 2.42% 0 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 57,401 $10.9M 4.74% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 56,926 $10.8M 0.65% -10,732 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,903 $10.8M 0.17% +6,682 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 56,686 $10.8M 1.39% -1,026 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 56,610 $10.8M 1.75% -8,145 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 56,083 $10.7M 1.92% -1,752 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 56,067 $10.7M 0.22% +35,940 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 56,015 $10.7M 2.72% -4,954 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 55,870 $10.6M 4.47% -64 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 55,810 $10.6M 0.92% -1,346 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 55,807 $10.6M 2.44% -374 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 55,751 $10.6M 0.3% -6,337 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 55,362 $10.5M 0.28% +7,237 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 55,193 $10.5M 8.16% -1,312 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 55,162 $10.5M 1.1% -8,200 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 55,000 $10.5M 0.96% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geremia Financial Services, LLC More: the full row for Geremia Financial Services, LLC 54,892 $10.5M 11.09% +654 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 54,792 $10.4M 1.02% +635 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 66,094 $10.4M 0.17% -13,119 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 54,670 $10.4M 0.11% +7,488 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 54,649 $10.4M 0.3% +4,733 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 54,572 $10.4M 3.49% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 54,152 $10.3M 0.6% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 53,898 $10.3M 3.47% new 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 53,221 $10.1M -4,894 Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 55,839 $10.1M 1.56% new 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 52,914 $10.1M 1.05% -1,045 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 52,541 $10M 5.34% -13,920 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 52,470 $10M 0.4% +1,527 13F-HR Timeline Group January Capital Advisors LLC More: the full row for January Capital Advisors LLC 52,413 $9.99M 8.35% +34,067 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 52,374 $9.98M 0.45% -768 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 52,342 $9.97M 0.04% -6,546 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 52,165 $9.94M 0.99% +589 13F-HR Timeline THOR TRADING ADVISORS, LLC More: the full row for THOR TRADING ADVISORS, LLC 51,942 $9.9M 3.11% +50,150 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 51,436 $9.8M 2.68% +8,211 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 51,191 $9.75M 0.51% -6,220 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 51,055 $9.73M 1.27% -782 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 51,031 $9.72M 0.09% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 51,015 $9.72M 7.12% +494 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 51,000 $9.72M 0.12% +8,461 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 50,997 $9.72M 0.32% +7,854 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 50,798 $9.68M 1.73% +1,039 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 50,760 $9.66M 0.23% +22,940 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 50,563 $9.63M 5.46% -79 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 50,383 $9.6M 0.1% +11,392 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 50,306 $9.58M 1.84% -9,596 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 50,303 $9.58M +17,617 Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 50,290 $9.58M 7.41% -1,515 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 50,251 $9.57M 0.09% +3,278 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 49,672 $9.46M 1.51% +42,673 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 49,254 $9.38M 7.35% +2,857 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 49,312 $9.38M 1.39% +2,364 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 49,230 $9.38M 0.91% +27,441 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 49,118 $9.36M 0.29% +10,466 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 49,063 $9.35M 1.37% -18,440 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 48,864 $9.31M 2.24% +4,000 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 48,683 $9.28M 4.22% -5,686 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 48,605 $9.26M 2.94% +12,681 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 48,244 $9.19M 4.27% -164 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48,227 $9.19M 0.21% -81 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 48,138 $9.17M 1.14% +1,203 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 48,058 $9.16M 0.59% -887 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 48,004 $9.15M 0.19% -5,389 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 47,886 $9.12M 0.32% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 47,880 $9.12M 0.01% +1,056 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 47,787 $9.1M 0.43% +26,555 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 47,550 $9.06M 4.65% -1,034 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 47,306 $9.01M 0.15% -8 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 47,275 $9.01M 2.79% -1,532 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 47,110 $8.98M 0.6% +333 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46,870 $8.93M 1.62% +92 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 46,796 $8.92M 3.2% +251 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 46,657 $8.89M 0.61% -36,918 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 46,186 $8.8M 5.3% 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 46,112 $8.79M 1.48% -2,835 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 46,082 $8.78M 3.05% -5,332 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 46,071 $8.78M 0.49% -1,386 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46,064 $8.78M 0.44% +2,562 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 45,890 $8.74M 0.12% +982 13F-HR/A Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 45,770 $8.72M 2.32% +6,887 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 45,230 $8.62M 0.68% -2,162 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 45,201 $8.61M 4.63% +187 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 45,009 $8.58M 1.89% -2,318 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 44,482 $8.47M 0.09% -349 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 44,474 $8.47M 0.49% +16,353 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 44,148 $8.41M 0.52% +2,591 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 44,095 $8.4M 4.47% -1,511 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 43,670 $8.32M 4.3% -90 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 43,549 $8.3M 2.02% -66 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 43,444 $8.28M 4.01% +20,549 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 43,367 $8.26M 2.57% +26,868 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 43,256 $8.24M 4.05% -89 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 43,187 $8.23M 1.18% +231 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 42,956 $8.18M 1.77% -222 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 42,933 $8.18M 2.04% -296 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 42,920 $8.18M 3.75% -625 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 42,910 $8.18M 0.1% +2,048 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 42,763 $8.15M 1.23% +81 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 42,737 $8.14M 0.31% -55,014 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 42,561 $8.11M 0.72% -412 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 42,473 $8.09M 1.55% +284 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 42,431 $8.08M 1.24% -2,418 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 42,378 $8.07M 2.43% -645 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 42,213 $8.04M 0.78% +21 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 42,186 $8.04M 0.99% -3,514 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 42,131 $8.03M 4.39% -2,370 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 42,000 $8M 0.55% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 41,564 $7.92M 2.99% -212 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 41,329 $7.87M 7.01% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 41,302 $7.87M 3.25% +239 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 41,238 $7.86M 3.64% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 41,140 $7.84M 5.46% -1,388 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 41,109 $7.83M 2.19% -7,723 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 40,970 $7.81M 0.53% -139 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 40,943 $7.8M 0.17% +818 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 40,872 $7.79M 1.02% -210 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 40,765 $7.77M 0.93% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 40,615 $7.74M 0.15% -1,101 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,322 $7.68M 1.73% +818 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 40,254 $7.67M 0.01% -2,730 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 40,249 $7.67M 0.11% -4,733 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 40,142 $7.65M 1.94% -561 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 34,014 $7.55M 6.17% -27,057 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 39,403 $7.51M 1.63% +1,255 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 39,380 $7.5M 0.65% -790 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 39,300 $7.49M 2.33% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 39,293 $7.49M 0.45% +8,068 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 39,246 $7.48M 0.14% +650 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,063 $7.44M 0.34% +18,316 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39,813 $7.39M 0.44% +1,682 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 38,758 $7.38M 4.05% +1,446 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 38,758 $7.38M 0.18% +979 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 38,452 $7.33M 0.29% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 38,315 $7.3M 2.68% -110 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 38,056 $7.25M 0.05% +1,188 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 37,887 $7.22M 1.75% +4,937 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 37,583 $7.16M 0.08% -2,595 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,552 $7.15M 0.31% +1,379 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 37,363 $7.12M 0.9% -1,715 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 37,347 $7.12M 0.86% -12,452 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 37,131 $7.07M 2.84% +470 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 37,113 $7.07M 0.25% -129,047 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 37,094 $7.07M 0.58% +12,305 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 37,073 $7.06M 0.7% +43 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 36,948 $7.04M 0.08% +40 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 36,708 $6.99M 0.28% +2,559 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 36,674 $6.99M 0.34% 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 36,621 $6.98M 1.57% +126 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 36,552 $6.96M 2.7% -409 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 36,547 $6.96M 4.14% +1,138 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 52,454 $6.96M 1.4% +9,124 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 37,901 $6.96M 0.07% -865 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 36,498 $6.95M 0.54% 0 13F-HR Timeline