Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 15,729 $9.14M 2.76% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 15,710 $9.13M 5.94% -40 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 15,680 $9.11M -3,055 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,671 $9.1M 0.42% -5,584 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 15,649 $9.09M 2.67% -862 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 15,647 $9.09M 0.82% +1,027 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 15,645 $9.09M 1.06% +13,344 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,613 $9.07M 0.56% -11,959 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 15,571 $9.04M 0.16% -2,096 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 44,247 $9M 2.97% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 15,365 $8.93M 1.17% -10 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 15,349 $8.92M 0.1% +8,686 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15,319 $8.9M 0.53% +9,047 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 15,245 $8.86M 0.72% +3,228 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 15,123 $8.79M 3.68% -540 13F-HR Timeline Long Corridor Asset Management Ltd More: the full row for Long Corridor Asset Management Ltd 15,000 $8.71M 2.63% new 13F-HR Timeline Arini Capital Management Ltd More: the full row for Arini Capital Management Ltd 15,000 $8.71M 0.89% new 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 18,265 $8.7M 1.23% -7,356 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 14,921 $8.67M 0.06% -1,156 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 14,916 $8.66M 0.1% +9,696 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 14,886 $8.65M -2,346 Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 14,885 $8.65M 1.05% -1,608 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 14,838 $8.62M 1.41% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,664 $8.52M 1.14% +67 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 15,331 $8.47M 2.63% +14 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 14,585 $8.47M 3.57% +1,630 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 14,534 $8.44M 1.37% -5,071 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 14,513 $8.43M 3.03% -50 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 14,513 $8.43M 1.97% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,426 $8.38M 0.39% -10,933 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,292 $8.3M 0.09% +2,061 13F-HR Timeline Group LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 14,255 $8.28M 2.59% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 14,200 $8.25M 0.34% -10,800 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 14,186 $8.24M 3.69% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 14,026 $8.15M 0.11% +3,262 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 13,978 $8.12M 0.1% +1,318 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,969 $8.11M 0.86% -5,577 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,947 $8.1M 0.29% -1,505 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 13,933 $8.09M 0.33% -730 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 13,904 $8.08M 6.07% -1,600 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13,886 $8.07M 1.06% -335 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 13,844 $8.04M 1.69% +1,260 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 13,826 $8.03M 0.79% +11,091 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 13,796 $8.01M 1.86% +102 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 13,756 $7.99M 3.82% -254 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 13,736 $7.98M 0.97% -678 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 13,731 $7.98M 0.28% +5,425 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 13,704 $7.96M 3.14% new 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 13,657 $7.93M 6.4% -10,177 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 13,649 $7.93M 0.78% -7,478 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,609 $7.91M 0.18% -506 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,569 $7.88M 0.25% +100 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,553 $7.87M 0.24% -1,730 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13,501 $7.84M 0.08% +7,890 13F-HR Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 13,481 $7.83M 0.2% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,478 $7.83M 1.86% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,455 $7.82M 1.53% -375 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,430 $7.8M 0.86% +64 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 13,429 $7.8M 4.52% -340 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,375 $7.77M 0.12% -3,878 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,327 $7.74M 0.23% -1,322 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13,262 $7.7M 2.55% +4,715 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 13,795 $7.7M 1.19% +292 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 13,225 $7.68M 1.04% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 13,172 $7.65M 2.24% -292 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 13,141 $7.63M 0.11% -465 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,100 $7.61M 0.83% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,586 $7.56M 0.72% +1,725 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 13,000 $7.55M 5.81% -7,000 13F-HR Timeline Group Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 13,000 $7.55M 1.53% new 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 13,000 $7.55M 1.23% -27,000 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,960 $7.53M 0.6% +10,949 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,939 $7.52M 0.21% +918 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 12,883 $7.48M 0.37% 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 12,854 $7.47M 4.16% -15,626 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 12,848 $7.46M 1.45% -333 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 12,822 $7.45M 0.15% -3,510 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,777 $7.42M 0.45% new 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,733 $7.4M 1.39% +8,184 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,718 $7.39M 1.69% -2,595 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 12,686 $7.37M 0.64% -2,957 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 12,667 $7.36M 2.13% -56 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,628 $7.33M 2.82% -26 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 12,533 $7.28M 3.96% +202 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 12,500 $7.26M 0.87% +8,500 13F-HR/A Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 12,431 $7.22M 0.7% new 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 12,397 $7.2M 6.26% +6,397 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,346 $7.17M 0.09% +117 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,346 $7.17M 0.33% +736 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 12,315 $7.15M 2.88% 0 13F-HR Timeline Group Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 12,298 $7.14M 2.12% -208 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 12,293 $7.14M 0.01% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,293 $7.14M 1.31% +4,606 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,290 $7.14M 0.19% +7,664 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,278 $7.13M 0.59% -238 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 12,276 $7.13M 4.27% -1,001 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,242 $7.11M 0.15% -1,117 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 12,240 $7.11M 0.16% -11,860 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 12,238 $7.11M 1.68% -169 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 12,190 $7.1M 1.76% +404 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,301 $7.09M 0.29% -267 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,191 $7.08M 0.44% -261 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 12,189 $7.08M 4.99% +10,979 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,100 $7.03M 0.2% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,091 $7.02M 1.19% -386 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 12,077 $7.02M 1.41% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 12,076 $7.02M 4.91% -4,018 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 12,069 $7.01M 1.68% new 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 12,027 $6.99M 0.07% -1,080 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 12,015 $6.98M 0.86% -123 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,977 $6.96M 0.7% -320 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,140 $6.94M 0.34% +178 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 11,875 $6.9M 4.76% +2,661 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,855 $6.89M 0.34% -3,845 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 11,765 $6.83M 1.4% +1,270 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,760 $6.83M 0.14% -2,598 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 11,665 $6.78M 3.63% -12,448 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,661 $6.77M 0.06% -899 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,658 $6.77M 0.36% +500 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 11,657 $6.77M 1.14% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 11,630 $6.76M 0.4% +5,473 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,619 $6.75M 1.76% -5,718 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,587 $6.73M -1,239 Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 11,573 $6.72M 1.05% -793 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,571 $6.72M 0.07% +1,152 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,560 $6.72M 0.23% +3,677 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 11,548 $6.71M 0.66% -21,420 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,542 $6.7M 0.23% -710 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 11,537 $6.7M +1,788 Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 11,529 $6.7M 0.91% -3,330 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 11,527 $6.7M 4.35% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,508 $6.69M 1.37% -295 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 11,482 $6.67M 0.67% -648 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,481 $6.67M 0.4% +1,065 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,447 $6.65M 0.33% -1,668 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 11,381 $6.61M 1.22% -25 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,368 $6.6M 0.51% -233 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 11,318 $6.57M 2.07% +1,504 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,269 $6.55M 0.24% -505 13F-HR Timeline VMS Asset Management Limited More: the full row for VMS Asset Management Limited 11,257 $6.54M 2.08% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 11,256 $6.54M 0.5% -3,763 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,161 $6.48M 0.02% +8,774 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 11,151 $6.48M 0.84% +34 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,103 $6.45M 0.23% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,087 $6.44M 0.34% -2,212 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 11,075 $6.43M 0.25% -9,701 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,318 $6.42M 0.13% +790 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,047 $6.42M 0.25% -1,546 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,035 $6.41M 0.21% -5,341 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,030 $6.41M 1.23% -185 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,996 $6.39M 0.17% +3,493 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,989 $6.38M 0.09% -754 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 12,230 $6.38M 1.24% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 10,969 $6.37M 1.1% +592 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 10,964 $6.37M 1.15% -686 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,947 $6.36M 0.33% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,911 $6.34M 1.18% +478 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 10,908 $6.34M 3.74% -1,007 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,904 $6.33M 1.39% -1,655 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,881 $6.32M 1.98% -1 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 10,875 $6.32M 2.62% -1,197 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 10,870 $6.31M 0.9% -1,208 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,857 $6.31M 1.05% +281 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,830 $6.29M 0.17% -4,298 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,829 $6.29M 0.52% +3,200 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 10,800 $6.27M 0.68% new 13F-HR Timeline Group Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 10,769 $6.26M 2.77% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10,741 $6.24M 0.82% +174 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,736 $6.24M 0.68% -5,115 13F-HR Timeline Bell Bank More: the full row for Bell Bank 10,733 $6.23M 0.24% +191 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,701 $6.22M 0.15% -511 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 11,489 $6.2M 0.62% -2,045 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 10,662 $6.19M 3.03% -1,252 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10,661 $6.19M 0.23% +494 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 10,658 $6.19M 1.19% -4,834 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 18,116 $6.19M 0.96% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,642 $6.18M 0.41% +6,671 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,640 $6.18M 2.11% -85 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 10,634 $6.18M 0.66% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,628 $6.17M 1.08% +136 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,601 $6.16M 0.63% -1,941 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 10,591 $6.15M 1.55% -4,802 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,581 $6.15M 0.15% +213 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,570 $6.14M 1.65% +15 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,479 $6.09M 0.42% +471 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 10,479 $6.09M 1.47% -11,443 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,459 $6.08M 1.56% -564 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 10,429 $6.06M 0.47% +9,173 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,418 $6.05M 0.9% +544 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,409 $6.05M 1.06% +1 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,381 $6.03M 0.31% -2,420 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,374 $6.03M 0.25% -2,408 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,368 $6.02M 1.42% +49 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 10,341 $6.01M 1.08% -3,659 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,335 $6M 0.73% -611 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 11,344 $6M 2.05% -280 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,321 $6M 0.73% +638 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,321 $6M 3.55% +95 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 10,240 $5.95M 2.5% -430 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 10,232 $5.94M 2.63% -2,093 13F-HR Timeline