Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 14,734 $2.15M 1.43% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,694 $2.14M 0.02% -260 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 14,679 $2.14M 4.17% -25 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,663 $2.14M 0.02% -568 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,184 $2.14M 0.57% +1,343 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 14,634 $2.13M 0.19% new 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 14,606 $2.13M 1.24% -5,159 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 14,516 $2.12M 0.06% +606 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,455 $2.11M 0.01% -63 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 14,439 $2.1M 0.65% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,391 $2.1M 0.58% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,356 $2.09M 0.58% -1,638 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,349 $2.09M 0.29% +1,935 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 14,338 $2.09M 0.13% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 14,324 $2.09M 2.07% +185 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 14,313 $2.09M 1.66% +9,356 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 14,282 $2.08M 0.09% +5,124 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,265 $2.08M 0.03% +875 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 14,243 $2.08M 0.29% -12,463 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 14,243 $2.08M 1.82% -1,192 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,140 $2.06M 1.02% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 13,993 $2.04M 0.66% +1,672 13F-HR Timeline SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT… in group SUMMIT PARTNERS PUBLIC ASSET … More: the full row for SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 13,967 $2.04M 0.07% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,980 $2.03M 0.05% +1,810 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,786 $2.01M 0.67% +1,002 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,662 $2.01M 0.18% -2,543 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 13,665 $1.99M 0.93% -363 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 13,642 $1.99M 0.03% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 13,628 $1.99M 0.24% -200 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,597 $1.98M 1.08% -293 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,582 $1.98M 0.22% -7,077 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 13,567 $1.98M 0.11% +3,991 13F-HR Timeline American Trust More: the full row for American Trust 13,525 $1.97M 0.17% -4,146 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,544 $1.94M 0.12% +4,310 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,263 $1.93M 0.12% -132 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,196 $1.92M 0.06% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,125 $1.91M 0.07% +5,306 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,037 $1.9M 0.23% -125 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,028 $1.9M 0.03% +151 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 13,000 $1.89M 0.45% -47,000 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 12,947 $1.89M 0.72% +9,305 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 12,944 $1.89M 0.75% -133,867 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,880 $1.88M 0.72% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 13,040 $1.87M 0.03% +819 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,731 $1.86M 0.36% +985 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 12,554 $1.83M 0.33% -2,123 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,523 $1.82M 0.09% -1,188 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 12,521 $1.82M 0.1% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,500 $1.82M 0.14% +1,294 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 16,452 $1.82M 0.36% -8,583 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 12,344 $1.8M 0.15% -55 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,321 $1.8M 0.09% +282 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,252 $1.79M 1.05% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,238 $1.78M 0.06% +1,176 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,234 $1.78M 0.16% -2,347 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,182 $1.78M 0.11% +2,075 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,171 $1.77M 0.5% +1,448 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,150 $1.77M 0.17% +31 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,150 $1.77M 0.21% +2,679 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,104 $1.76M 0.09% +617 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,101 $1.76M <0.01% +563 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 12,086 $1.76M 0.74% -1,745 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,064 $1.76M 0.35% +64 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 12,037 $1.75M 0.1% -25,295 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,012 $1.75M 0.04% +2,000 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,973 $1.74M 0.02% -693 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 11,965 $1.74M 0.09% -1,067 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,963 $1.74M +2,242 Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 11,866 $1.73M 0.68% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,853 $1.73M 0.12% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 11,841 $1.73M 0.05% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,382 $1.72M 0.23% +1,668 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 11,761 $1.71M 1.21% +509 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,705 $1.71M 0.04% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,636 $1.7M 0.26% 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 11,615 $1.69M 0.61% -400 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 11,515 $1.68M 0.46% +405 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,440 $1.66M 0.01% -4,081 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 11,400 $1.66M 0.67% 0 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 11,364 $1.66M 0.3% +236 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 11,355 $1.65M 1.6% +1,253 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,233 $1.64M 0.05% -15 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,187 $1.63M 0.18% +5,095 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,070 $1.61M 0.1% -50 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,050 $1.61M 0.46% +535 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,030 $1.61M 0.01% +10,823 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 11,018 $1.61M 0.92% -148 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,987 $1.6M 0.16% +7,165 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,968 $1.6M 0.41% new 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 10,925 $1.59M 0.01% -32,095 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,880 $1.59M 0.68% +130 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,780 $1.57M 0.56% +1,564 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 10,778 $1.57M 0.59% +6,767 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 10,777 $1.57M 0.27% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,772 $1.57M 0.22% -1,344 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,767 $1.57M 0.05% +663 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,745 $1.57M 0.28% +262 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 10,743 $1.56M 0.95% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 10,711 $1.56M 0.64% +50 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 10,699 $1.56M 0.3% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,668 $1.55M 0.06% +929 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 10,511 $1.53M 0.05% +4 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,491 $1.53M 0.24% +2 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 10,380 $1.51M 0.82% -870 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,276 $1.5M 0.17% -7,458 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 9,821 $1.49M 1.76% -490 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,165 $1.48M 0.04% +1,450 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 10,113 $1.47M 1.15% +4,860 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,113 $1.47M 0.66% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,082 $1.47M 0.21% -167 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,071 $1.47M 0.1% +1,201 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,050 $1.46M 0.43% -17,958 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,017 $1.46M 0.03% +68 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,010 $1.46M 0.38% +4,248 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 10,000 $1.46M 0.25% new 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 10,000 $1.46M 0.09% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 9,986 $1.46M 0.26% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,962 $1.45M 0.01% -4,742 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9,957 $1.45M 0.53% -3,985 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,934 $1.45M 0.02% -1,853 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,916 $1.44M 0.01% -1,656 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,838 $1.43M 0.02% -4,107 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,800 $1.43M 1.14% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,778 $1.42M 0.03% +7,206 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,772 $1.42M 0.18% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,729 $1.42M 0.04% -24,135 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,665 $1.41M 0.03% +1,242 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,639 $1.4M 0.1% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,631 $1.4M 0.22% +225 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 9,596 $1.4M 0.46% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,591 $1.4M 0.06% +4,672 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 9,551 $1.39M 0.19% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,538 $1.39M 0.12% -3,660 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 9,524 $1.39M 1.34% -384 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,515 $1.39M 0.28% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,494 $1.38M 0.6% +18 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 9,465 $1.38M 0.03% -453 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,456 $1.38M 0.04% -300 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,424 $1.37M 0.06% -3,066 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,401 $1.37M 0.19% +4,884 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,383 $1.37M 0.54% new 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 9,340 $1.36M 0.03% -2,500 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,289 $1.35M <0.01% -476 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,261 $1.35M 0.16% -6,481 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,230 $1.34M 0.03% +2,541 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,093 $1.32M 0.26% -250 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,083 $1.32M 1.06% +4,098 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,082 $1.32M 0.08% +857 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,081 $1.32M 0.08% +7,030 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,079 $1.32M 0.3% +5,187 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 9,074 $1.32M 0.3% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,068 $1.32M 0.17% +178 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,040 $1.32M 0.13% -220 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,034 $1.32M 0.02% -219 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,967 $1.31M 0.43% +2,140 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,927 $1.3M 0.08% +2,494 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,892 $1.3M 0.49% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 8,864 $1.29M 0.52% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,860 $1.29M 0.06% +379 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,851 $1.29M 0.02% +1,921 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,850 $1.29M 0.05% +4 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,800 $1.28M 0.58% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,797 $1.28M 0.13% +459 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,762 $1.28M 0.71% +6 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 8,760 $1.28M 0.27% -3,535 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,677 $1.26M 0.31% -575 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 8,610 $1.25M 0.24% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,508 $1.24M 0.06% -175 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,502 $1.24M 0.06% +1,367 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,445 $1.23M 0.18% -25,067 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,442 $1.23M 0.08% +1,125 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 8,434 $1.23M 0.67% +163 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,399 $1.22M 0.12% -11,793 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,364 $1.22M 0.27% +76 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,335 $1.21M 0.19% -839 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,196 $1.19M 0.09% +12 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 8,183 $1.19M 0.34% -2,726 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,122 $1.18M 0.71% +2,780 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,081 $1.18M 0.71% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,065 $1.18M 0.07% +1,918 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,025 $1.17M 0.03% -205,051 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,018 $1.17M 0.02% +98 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,003 $1.17M 0.05% -389 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 8,000 $1.17M 0.1% new 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,978 $1.16M +425 Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,952 $1.16M 0.09% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,939 $1.16M 0.08% +336 13F-HR Timeline Global X Japan Co., Ltd. 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