RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,219 $1.97M 0.02% -684 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,205 $1.97M 0.59% +65 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,202 $1.97M 0.03% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 9,180 $1.97M 0.76% -2,630 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,180 $1.97M 0.05% new 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,170 $1.96M 0.41% +398 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,148 $1.96M 0.11% +460 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,109 $1.95M 0.85% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,100 $1.95M 0.41% +400 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 9,094 $1.95M 2.02% -75 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,088 $1.95M 0.2% +405 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 9,087 $1.95M 1.46% 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 9,055 $1.94M 0.06% -559,539 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,030 $1.93M 0.11% -970 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,026 $1.93M 0.6% +143 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,010 $1.93M 0.2% +589 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 8,987 $1.92M 0.02% -988 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 8,951 $1.92M 0.16% +825 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,942 $1.92M 0.42% -1,547 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 8,920 $1.91M 0.96% +1,155 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 8,918 $1.91M 0.8% -152 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,736 $1.91M 0.64% +4,277 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 8,893 $1.9M 1.69% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,870 $1.9M 0.37% -2,246 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 8,848 $1.89M 0.74% -53 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,804 $1.89M 1.19% +617 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 8,796 $1.88M 0.7% -82 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,762 $1.88M 0.09% +149 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,750 $1.87M 0.1% -127 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,747 $1.87M 0.17% -3,238 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,681 $1.86M 0.43% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,661 $1.85M 0.03% +876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,660 $1.85M 0.31% +5,798 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,657 $1.85M 0.06% -1,197 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 8,652 $1.85M 1.39% 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 8,650 $1.85M 1.42% +593 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,635 $1.85M 0.1% -24,910 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,096 $1.85M 0.23% +536 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 8,613 $1.84M 0.07% +88 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,250 $1.84M 0.28% -3,978 13F-HR/A Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 8,584 $1.84M 0.66% +188 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,568 $1.83M 0.25% -226 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,563 $1.83M 0.89% -1,875 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 8,556 $1.83M 0.02% -8,164 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,552 $1.83M 0.23% -3,008 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 8,532 $1.83M 0.13% -39 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,524 $1.83M 0.43% -2,748 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,521 $1.82M 0.16% +3,262 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8,520 $1.82M 0.62% -754 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 8,516 $1.82M 1.72% 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,500 $1.82M 1.3% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,494 $1.82M 0.12% +167 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,489 $1.82M 0.19% +66 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,475 $1.81M 0.11% +6,807 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,466 $1.81M 0.11% 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,460 $1.81M 0.01% -180 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 8,442 $1.81M 0.76% -211 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,415 $1.8M 0.03% -4,746 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,407 $1.8M 0.38% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,368 $1.79M 0.24% +780 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 8,361 $1.79M 0.94% -870 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,344 $1.79M 0.09% +3,127 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,329 $1.78M 0.06% -944 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 8,328 $1.78M 1.13% -796 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,308 $1.78M 0.21% -824 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,307 $1.78M <0.01% +434 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8,286 $1.77M 0.5% +8,120 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,231 $1.76M 0.46% +113 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,215 $1.76M 0.13% -5,415 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,200 $1.76M 0.11% -6,510 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,196 $1.76M 0.05% +1,991 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8,175 $1.75M 0.32% -85 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,173 $1.75M 0.03% +686 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,160 $1.75M 0.96% -4,205 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 7,904 $1.75M 0.72% -2,064 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,141 $1.74M 0.14% +48 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,134 $1.74M 0.1% -492 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,117 $1.74M 0.3% -17,286 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,106 $1.74M 0.06% +4,708 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 8,113 $1.73M 1.59% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,045 $1.72M 0.2% +1,320 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,044 $1.72M 0.75% +10 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,038 $1.72M +3,306 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,890 $1.72M 0.11% +142 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,016 $1.72M 0.03% +993 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,005 $1.71M 0.14% -70 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,998 $1.71M 0.06% +296 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,988 $1.71M 0.05% -858 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,394 $1.71M 0.87% -155 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,948 $1.7M 0.24% +417 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,925 $1.7M 0.11% +10 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,900 $1.69M 0.25% +560 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,894 $1.69M 0.16% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,883 $1.69M 0.45% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,876 $1.69M 0.1% -178 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,864 $1.68M 0.2% +129 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 7,855 $1.68M 1.85% 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 7,841 $1.68M 3.11% -5,212 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,827 $1.68M 0.47% -255 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,825 $1.68M 0.11% +245 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,825 $1.68M 0.66% +1,836 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,819 $1.67M 0.1% +1,180 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,810 $1.67M 0.09% +4,016 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,808 $1.67M 0.15% +91 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,801 $1.67M 0.58% -115 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 7,801 $1.67M 0.39% -1,491 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 7,790 $1.67M 0.6% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,780 $1.67M 0.64% +230 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 7,763 $1.66M 1.18% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,762 $1.66M 0.14% -90 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,856 $1.66M 0.58% 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,692 $1.65M 0.61% -200 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,682 $1.65M 0.04% -16,253 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,681 $1.64M 0.07% +55 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 7,639 $1.64M 1.45% 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 7,613 $1.63M 0.64% -341 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,589 $1.63M 0.56% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,585 $1.62M 0.77% +947 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,568 $1.62M 0.17% +4 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 7,550 $1.62M 0.47% +4,000 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 7,531 $1.61M 0.37% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,073 $1.61M 0.14% +3,590 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 7,505 $1.61M 0.07% new 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,501 $1.61M 0.16% -552 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,486 $1.6M 0.59% +565 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,485 $1.6M 0.12% +37 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,474 $1.6M 0.18% +124 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,469 $1.6M 1.08% +75 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 7,463 $1.6M 0.25% +287 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,436 $1.59M 0.09% -5,057 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 7,431 $1.59M 0.66% -470 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,423 $1.59M 0.17% -68 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,422 $1.59M 0.07% +148 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 7,413 $1.59M 1.65% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,410 $1.59M 0.11% +31 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 7,410 $1.59M 0.04% 0 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 7,400 $1.58M 0.29% -424 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,398 $1.58M 0.04% +1,428 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,394 $1.58M 0.25% 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 7,392 $1.58M 0.43% new 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,386 $1.58M 0.09% +224 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,351 $1.57M 0.24% +235 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,347 $1.57M 1.13% -131 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 7,337 $1.57M 0.46% +4 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,331 $1.57M 0.1% +68 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,319 $1.57M 0.26% -1,265 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,313 $1.57M 0.05% +1,164 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,303 $1.56M 0.18% +2,804 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,302 $1.56M 0.23% +122 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,298 $1.56M 0.3% +2,092 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 7,293 $1.56M 1.05% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,291 $1.56M 0.2% +1,626 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 7,285 $1.56M 0.14% +230 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,282 $1.56M 0.16% +469 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,273 $1.56M 0.03% +311 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,263 $1.56M 0.02% -1,973 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,262 $1.56M 0.04% +632 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,236 $1.55M 0.56% +44 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,226 $1.55M 0.35% +62 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,223 $1.55M 0.13% +512 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,222 $1.55M 1.7% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 7,210 $1.54M 0.36% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,195 $1.54M 0.1% +279 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 7,188 $1.54M 0.2% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,169 $1.54M 0.25% -755 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,162 $1.53M 0.07% +304 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 7,150 $1.53M 0.22% -6,727 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,145 $1.53M 0.65% -1,666 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,138 $1.53M 0.28% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 7,135 $1.53M 0.24% +144 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,125 $1.53M 0.16% +1,320 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,121 $1.53M 0.56% +43 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,112 $1.52M 0.44% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,108 $1.52M 0.62% +5,800 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 7,098 $1.52M 0.75% 0 13F-HR Timeline Group PeakShares LLC More: the full row for PeakShares LLC 7,092 $1.52M 1.48% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,083 $1.52M 0.05% -260 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 7,058 $1.51M 0.92% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,050 $1.51M 0.02% +12 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,040 $1.51M 0.1% -44 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,034 $1.51M 0.08% +35 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,031 $1.51M 0.55% -44 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,026 $1.5M 0.03% +139 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 7,025 $1.5M 0.39% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 7,000 $1.5M 0.25% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 7,000 $1.5M 0.43% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,998 $1.5M 0.1% -290 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,988 $1.5M 0.78% +771 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. 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