Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,122 $277K 0.19% -47 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,114 $275K 0.01% +2 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,108 $274K 0.16% +26 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,107 $273K 0.01% +204 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,105 $273K 0.07% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,104 $273K 0.01% -1,061 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,103 $272K 0.02% -66 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,100 $272K 0.08% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,100 $272K 0.2% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,097 $271K 0.04% +74 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,095 $270K 0.14% -2,176 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,084 $268K <0.01% -4,545 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,083 $268K 0.06% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,080 $267K 0.05% -40 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,078 $266K 0.09% +45 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,071 $264K 0.09% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,066 $263K 0.15% -46 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,006 $263K 0.01% -38 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,048 $259K 0.01% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,048 $259K 0.19% -47 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,047 $259K 0.1% -200 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,045 $258K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,044 $258K 0.03% -2 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,042 $257K 0.1% +40 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,034 $255K 0.12% -60 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,032 $255K 0.07% +56 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,025 $253K 0.03% +3 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,023 $253K 0.03% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,023 $253K 0.47% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,018 $252K 0.04% -8 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,014 $250K 0.05% -92 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,013 $250K 0.03% +4 13F-HR Timeline Finer Wealth Management, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 1,003 $248K 0.01% -87 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,000 $247K 0.05% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,000 $247K 0.06% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,000 $247K 0.13% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,000 $247K 0.08% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 998 $247K 0.06% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 999 $247K <0.01% -724 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,006 $246K <0.01% -52 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 996 $246K <0.01% new 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 993 $245K 0.05% -230 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 984 $243K 0.02% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 981 $242K 0.22% 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 950 $235K 0.22% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 949 $234K <0.01% +411 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for Carson Advisory Inc. 927 $229K 0.12% +6 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 921 $228K 0.01% -964 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 921 $227K 0.03% -46 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 914 $226K 0.01% -64 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 914 $226K 0.02% -72 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 912 $225K 0.02% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 912 $225K 0.02% +1 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 911 $225K 0.23% +4 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 910 $225K <0.01% -55,400 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 910 $225K 0.04% -6 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 909 $225K 0.03% -43 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 909 $225K 0.13% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 908 $224K 0.01% +16 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 907 $224K 0.07% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 906 $224K 0.07% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 905 $224K 0.13% -168 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 904 $223K 0.09% -62 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 843 $222K 0.11% -87 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 899 $222K 0.22% +4 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 896 $221K 0.12% 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 895 $221K 0.18% +150 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 815 $221K 0.15% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 887 $219K 0.01% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 884 $218K 0.14% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 883 $218K 0.09% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 879 $217K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 875 $216K 0.01% -954 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 874 $216K 0.08% -160 13F-HR Timeline Group PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 870 $216K 0.17% -30 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 872 $215K 0.02% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 871 $215K 0.19% +49 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 871 $215K 0.16% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 870 $215K 0.23% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 867 $214K 0.01% -21 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 867 $214K 0.08% -107 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 864 $213K 0.03% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 863 $213K 0.03% +40 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 862 $213K 0.1% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 856 $211K <0.01% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 856 $211K 0.06% -62 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 845 $209K 0.03% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 842 $208K <0.01% -395 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 841 $208K <0.01% new 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 837 $207K 0.06% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 832 $206K 0.05% +95 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 831 $205K 0.07% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 828 $205K 0.01% -57 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 828 $205K 0.03% -111 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 824 $204K 0.11% +800 13F-HR Timeline Busey Bank More: the full row for Busey Bank 823 $203K 0.01% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 815 $201K 0.01% -118 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 762 $201K 0.03% -695 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 813 $201K <0.01% -1,088 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 810 $200K 0.2% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 801 $198K 0.01% -532 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 795 $196K 0.02% +16 13F-HR Timeline OSSIAM More: the full row for OSSIAM 792 $196K <0.01% -4,656 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 787 $194K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 781 $193K 0.09% -3 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 774 $191K 0.03% -50 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 756 $187K 0.64% +38 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 739 $183K 0.03% -49 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $173K 0.06% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 700 $173K 0.07% -729 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 699 $173K 0.04% -34 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 692 $171K 0.02% -47 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 682 $168K 0.12% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 680 $168K 0.03% +80 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 679 $168K 0.06% -773 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 675 $167K 0.04% -1,200 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 667 $165K 0.03% +102 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 644 $159K 0.01% -22 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 644 $159K 0.03% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 643 $159K 0.04% -16 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 642 $159K 0.09% +37 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 641 $158K 0.16% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 611 $151K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 611 $151K 0.03% +66 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 607 $150K 0.05% +27 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 598 $148K 0.07% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 581 $144K 0.02% -8 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 573 $142K 0.09% -1,877 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 566 $140K <0.01% -852 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 562 $139K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 541 $134K 0.09% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 538 $133K 0.02% -49 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 532 $131K 0.02% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 527 $130K 0.04% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 524 $129K 0.02% -9 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 522 $129K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 511 $126K <0.01% +174 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 504 $124K <0.01% +182 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 500 $124K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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Allen Investments, LLC 454 $112K 0.08% +5 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 452 $112K 0.05% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 450 $111K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 445 $110K 0.01% -228 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 440 $109K <0.01% +48 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 438 $108K 0.06% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 435 $107K 0.09% -1,406 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 427 $106K 0.01% +22 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 421 $104K <0.01% -363 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 417 $103K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 413 $102K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 402 $99.3K 0.07% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 395 $97.6K 0.03% -22 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 388 $95.8K 0.01% -116 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 382 $94.4K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 375 $92.6K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 364 $89.9K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 309 $88K 0.06% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 356 $87.9K 0.04% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 349 $86.2K 0.12% +20 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 346 $85.4K 0.01% -2 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 302 $85.4K 0.03% 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 400 $85.3K <0.01% -90 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 340 $84K 0.05% -181 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 338 $83.5K 0.01% +22 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 306 $83.2K 1.93% -16 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 331 $81.8K 0.01% -59 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 327 $80.8K 0.03% -8 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 323 $80K <0.01% -418 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 323 $80K 0.02% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 316 $78.1K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 310 $76.6K <0.01% +4 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 309 $76.3K 0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 309 $76.3K 0.02% +1 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $74.1K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 289 $71.4K 0.03% 0 13F-HR Timeline