Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,951 $2.99M 0.16% +304 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 13,937 $2.98M 3.73% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,886 $2.97M 0.11% -13,623 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,741 $2.94M 0.08% +246 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 13,709 $2.94M 1.28% +599 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 13,700 $2.93M 0.58% +9,100 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 13,663 $2.93M 0.17% +2,208 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,641 $2.92M 0.11% +3,277 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 13,608 $2.91M 0.47% -5,158 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,558 $2.9M 0.2% +606 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,538 $2.9M 0.31% +567 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 11,567 $2.89M 1.14% -337 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,479 $2.89M 0.08% +1,523 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 13,421 $2.87M 0.41% +4,402 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,386 $2.87M 0.28% +7,961 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 13,340 $2.86M 0.91% -8,120 13F-HR Timeline TOBAM More: the full row for TOBAM 13,331 $2.85M 0.7% +10,787 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,241 $2.84M 0.22% +146 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 13,230 $2.83M 0.83% 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,198 $2.83M 0.17% +710 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 13,180 $2.82M 0.08% -5,275 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 13,078 $2.82M 0.78% +413 13F-HR/A Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 13,133 $2.81M 1.09% -3,426 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,890 $2.81M 0.45% -28 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 13,107 $2.81M 0.01% -115 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,100 $2.81M 0.31% 0 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 13,086 $2.8M 0.19% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 13,082 $2.8M 0.62% -463 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,991 $2.78M 0.14% +8,459 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,842 $2.75M 0.03% +1,690 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 12,786 $2.74M 0.16% -3,375 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 12,704 $2.72M 0.19% new 13F-HR/A Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,684 $2.72M 0.23% +75 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 12,680 $2.72M 0.09% -92,720 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 12,668 $2.71M 1.54% -111 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,664 $2.71M 1.12% -12 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,662 $2.71M 0.08% -1,386 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,630 $2.7M 0.15% +74 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 12,620 $2.7M 1.47% +37 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 12,600 $2.7M 0.43% 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 12,580 $2.69M 0.26% +6,439 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 12,576 $2.69M 0.68% +284 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,573 $2.69M 0.52% +2,244 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,568 $2.69M 0.66% -258 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 12,487 $2.67M 0.26% -4,966 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,461 $2.67M 0.16% -3,473 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,443 $2.66M 0.68% -20 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,407 $2.66M 0.18% -1,903 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 12,394 $2.65M 0.73% +31 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,352 $2.65M 0.03% +39 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 12,323 $2.64M 0.3% -427 13F-HR Timeline Crestwood Capital Management, L.P. More: the full row for Crestwood Capital Management, L.P. 12,318 $2.64M 1.67% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 12,315 $2.64M 1.2% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,312 $2.64M 0.04% +4,589 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 12,304 $2.64M 1.47% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,610 $2.63M 0.06% -794 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 12,145 $2.6M 0.04% +1,087 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 12,127 $2.6M 0.92% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,114 $2.59M 0.12% -97 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 12,100 $2.59M 1.24% -115 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,100 $2.59M 0.08% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 12,087 $2.59M 0.86% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 12,084 $2.59M 0.71% +419 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,057 $2.58M 0.07% -82 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 12,036 $2.58M 1.42% -1,964 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,997 $2.57M 0.14% +644 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,983 $2.57M -1,478 Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,946 $2.56M 0.78% +838 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 11,942 $2.56M 0.81% -2,300 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 11,933 $2.56M 0.63% -2,335 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,899 $2.55M 0.11% +206 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 11,847 $2.54M 0.04% +974 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 11,824 $2.53M 1.4% -684 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 11,800 $2.53M 0.6% -144 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 11,790 $2.52M 1.43% -5,984 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 11,700 $2.51M 0.76% 0 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 11,694 $2.5M 1.12% -479 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,692 $2.5M 0.11% -95 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,639 $2.49M 0.05% +281 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,614 $2.49M 0.43% +2,828 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 11,559 $2.48M 0.89% +534 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,742 $2.47M 0.25% +1,233 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 11,471 $2.46M 1.1% 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,319 $2.42M 0.5% -423 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 11,306 $2.42M 0.08% +4,759 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,268 $2.41M 1.02% -3,813 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,236 $2.41M 0.13% +482 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 11,225 $2.4M +864 Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,161 $2.39M 0.37% +4 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 11,138 $2.39M 1.83% -1,876 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 11,132 $2.38M 1.14% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,125 $2.38M 0.05% +716 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,122 $2.38M 0.15% -456 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 11,082 $2.37M 1.43% +54 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 11,078 $2.37M 0.3% -335 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,027 $2.36M 0.14% +320 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,007 $2.36M 0.03% +3,633 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,962 $2.35M 0.09% +1,047 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,949 $2.34M 0.2% -10,073 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,917 $2.34M 0.12% -8,344 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,881 $2.33M 0.93% +10 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,870 $2.33M 0.02% +783 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,861 $2.33M 0.03% -1,146 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 10,854 $2.32M 0.61% +492 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,839 $2.32M 0.85% -596 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 10,811 $2.32M 0.11% -134 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,781 $2.31M 0.33% +360 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 10,779 $2.31M 0.08% -41,276 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,763 $2.31M 0.99% -10,817 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 10,759 $2.3M 0.53% +3,734 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,749 $2.3M 0.56% -12,549 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 10,743 $2.3M <0.01% +1,373 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 10,706 $2.29M 0.46% -125 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 10,705 $2.29M 1.28% +497 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,701 $2.29M 0.08% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 10,691 $2.29M 0.82% -441 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,690 $2.29M 0.02% -123,512 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 10,654 $2.28M 0.19% +861 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,651 $2.28M 0.12% -66 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 10,650 $2.28M 1.17% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 10,638 $2.28M 1.16% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,620 $2.27M 0.53% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,614 $2.27M 0.18% -226 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,604 $2.27M 0.17% -1,007 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,573 $2.26M 0.25% -1,028 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,530 $2.26M 0.18% -2,727 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,507 $2.25M 0.28% -1,464 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,489 $2.25M 0.1% +87 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,446 $2.24M 0.64% -585 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10,424 $2.23M 0.35% +666 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,424 $2.23M 0.39% -718 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,419 $2.23M 0.43% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 10,377 $2.23M 0.67% +327 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,352 $2.22M 1.07% -543 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 10,290 $2.2M 1.27% -1 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 10,290 $2.2M 1.27% +8,290 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,286 $2.2M 0.5% -779 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 10,270 $2.2M 1.47% -488 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,264 $2.2M 0.15% +74 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 10,238 $2.19M 0.14% -2,048 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,207 $2.19M 0.51% -1,079 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,197 $2.18M 0.11% -259 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,194 $2.18M +475 Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 10,182 $2.18M 0.32% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,167 $2.18M 0.2% +1,000 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10,158 $2.18M 0.09% -565 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $2.17M 1.31% 13F-HR Timeline Amount filed as zero, left out of ratios. Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,134 $2.17M 0.25% -584 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,155 $2.17M 0.59% +7,504 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 10,127 $2.17M new Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,108 $2.16M 0.02% +703 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,100 $2.16M 0.23% +58 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,084 $2.16M 0.62% +198 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,023 $2.16M 0.15% +601 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 10,070 $2.16M 0.09% -1,030 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,060 $2.15M 0.46% 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 10,045 $2.15M 0.6% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,007 $2.14M 0.54% -326 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 10,000 $2.14M 1.67% -10,000 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,975 $2.14M 0.03% +3,051 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,969 $2.13M 0.05% +3,154 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,957 $2.13M 0.05% +1,571 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,935 $2.13M 0.17% +1,852 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 9,043 $2.1M 1.07% +153 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,786 $2.1M 0.84% +522 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 9,781 $2.09M 0.14% +3,272 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,780 $2.09M 0.37% -85 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 9,771 $2.09M 0.79% -364 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 9,733 $2.08M 0.64% +2,148 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 9,718 $2.08M 1.5% +996 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,687 $2.07M 0.15% -571 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,671 $2.07M 0.06% +442 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 9,659 $2.07M 0.4% -475 13F-HR Timeline STF Management LP More: the full row for STF Management LP 9,656 $2.07M 1.94% -14,701 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,649 $2.07M 0.42% -567 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,619 $2.06M 0.54% 0 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 9,595 $2.05M 1.63% 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 9,578 $2.05M 1.2% +101 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,575 $2.05M 0.32% -455 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,568 $2.05M 0.39% -15 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,517 $2.04M 0.31% -9,941 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,499 $2.03M 0.09% +190 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 9,493 $2.03M 0.69% +459 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,479 $2.03M 0.15% -2,469 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 9,471 $2.03M 0.38% +2,312 13F-HR Timeline Williams Jones Wealth Management, LLC. 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