HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,822 $1.95M 0.21% -132 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,820 $1.95M 0.85% +86 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,814 $1.94M 0.27% -73 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,792 $1.92M 0.09% +85 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,778 $1.9M 0.06% +907 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,775 $1.9M 0.44% +1,102 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,769 $1.89M 0.09% +219 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,767 $1.89M <0.01% -2,957 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,764 $1.89M 0.11% +150 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,754 $1.88M 1% -94 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,752 $1.87M 0.12% -793 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,752 $1.87M 0.38% +458 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,749 $1.87M 0.04% 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,749 $1.87M 0.44% -211 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,746 $1.87M 0.03% -59 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,744 $1.87M 0.19% +20 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,741 $1.86M 0.18% 0 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 1,740 $1.86M 0.11% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,739 $1.86M 0.06% +72 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,726 $1.85M 1.53% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,724 $1.84M 0.03% +272 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,720 $1.84M 0.21% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,719 $1.84M 0.92% +191 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 1,713 $1.83M 0.47% 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,710 $1.83M 0.01% -10,801 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,487 $1.83M 0.18% +173 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,693 $1.81M 0.88% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,328 $1.81M 0.12% +61 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,682 $1.8M 0.12% +45 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,680 $1.8M 1.21% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,672 $1.79M 0.18% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,671 $1.79M 0.22% +137 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,665 $1.78M 0.57% +162 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,652 $1.77M 1.57% -86 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,650 $1.77M 0.38% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,239 $1.75M 0.62% -29 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,630 $1.74M 0.1% +562 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,629 $1.74M 0.16% -37 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,227 $1.73M 0.28% -87 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,610 $1.72M 0.02% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,609 $1.72M 0.57% +375 13F-HR Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,607 $1.72M 0.72% +78 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,607 $1.72M 0.5% -15 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,601 $1.71M 0.12% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,599 $1.71M 0.09% +20 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,597 $1.71M 0.02% +1,347 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 1,593 $1.7M 1.09% +102 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,592 $1.7M 0.59% +2 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,210 $1.7M 0.76% -500 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,587 $1.7M 0.28% +802 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,583 $1.69M 0.22% +174 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,575 $1.69M 0.23% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,575 $1.68M 0.08% +528 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,563 $1.67M 0.53% +469 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,561 $1.67M 0.05% +8 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,556 $1.66M 0.69% +305 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,554 $1.66M 0.1% +691 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,540 $1.65M 0.12% +51 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,537 $1.64M 0.08% +89 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,531 $1.64M 0.21% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 1,531 $1.64M 0.25% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,527 $1.63M 0.05% +1,027 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,524 $1.63M 1.18% +26 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,279 $1.63M 0.39% +199 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,514 $1.62M 0.08% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,507 $1.61M -12 Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,496 $1.6M 0.3% +9 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,495 $1.6M 0.58% -32 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,491 $1.6M 0.13% -8 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,486 $1.59M 0.31% -505 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,481 $1.58M 0.57% -51 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,481 $1.58M 0.06% +361 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,477 $1.58M 0.03% +267 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,474 $1.58M 0.56% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,468 $1.57M 0.04% +70 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,083 $1.56M 0.52% +514 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,457 $1.56M 0.09% -2,215 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,446 $1.55M 0.02% +625 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,435 $1.54M 0.06% -63 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,413 $1.51M 0.4% +844 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,227 $1.51M 0.05% +67 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,408 $1.51M 0.18% +107 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,401 $1.5M 0.17% -63 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,384 $1.48M 0.01% +479 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,382 $1.48M 0.14% +5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,377 $1.47M 0.02% +122 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,376 $1.47M 0.11% +530 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,374 $1.47M 0.06% +38 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,371 $1.47M 0.09% +9 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,368 $1.46M 0.26% -115 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,366 $1.46M 0.43% -37 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,365 $1.46M 0.43% 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,363 $1.46M 0.28% -1 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,356 $1.45M 0.41% -1,144 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,355 $1.45M 0.6% -43 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,350 $1.45M 0.04% +1,184 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,351 $1.45M 0.31% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,350 $1.44M 0.91% +72 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,350 $1.44M 1.25% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,347 $1.44M 0.12% -349 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,342 $1.44M 0.22% +319 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 1,339 $1.43M 0.41% +114 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,337 $1.43M 0.02% +50 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 1,337 $1.43M 1.31% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,334 $1.43M 0.16% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,328 $1.42M 0.12% -48 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,324 $1.42M 0.47% -175 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,322 $1.41M 0.15% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,315 $1.41M 0.01% -52 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,314 $1.41M 0.32% -18 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,310 $1.4M 0.29% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,310 $1.4M 0.01% +826 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,309 $1.4M 0.04% -157 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,301 $1.39M 0.24% +117 13F-HR Timeline Group Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 1,300 $1.39M 0.48% -17,400 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,297 $1.39M 0.27% +53 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,295 $1.39M 0.16% +7 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,287 $1.38M 0.72% -1 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,276 $1.37M 0.16% +38 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,275 $1.36M 0.02% -62 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 1,275 $1.36M 2% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,275 $1.36M 0.25% +172 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,273 $1.36M 0.02% +237 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,264 $1.35M 0.14% -11 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,252 $1.34M 0.06% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,240 $1.33M 0.01% +233 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 1,240 $1.33M +261 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,239 $1.33M 0.06% -65 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,239 $1.33M 0.15% -214 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,236 $1.32M 0.01% +45 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 1,235 $1.32M 0.83% -65 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 933 $1.32M 0.03% -124 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,231 $1.32M 0.35% +2 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,229 $1.31M 0.17% -17 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,224 $1.31M 1.18% -9 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,222 $1.31M 0.02% +2 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,199 $1.28M 0.45% -14,115 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,195 $1.28M 0.58% +11 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,192 $1.27M 0.05% -35 13F-HR Timeline MOTCO More: the full row for MOTCO 1,185 $1.27M 0.11% -25 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,178 $1.26M 0.13% -291 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,175 $1.26M 0.23% -61 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,175 $1.26M 0.5% +28 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,172 $1.25M 0.51% -4 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,171 $1.25M 0.15% +174 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,170 $1.25M 0.27% -50 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,168 $1.25M 0.61% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,167 $1.25M 0.02% +97 13F-HR/A Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,156 $1.24M 0.9% 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,154 $1.23M 0.36% -15 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,147 $1.23M 0.07% 0 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,144 $1.22M 0.1% +214 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,143 $1.22M 0.4% -80 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,143 $1.22M 0.15% -19 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,140 $1.22M 0.14% -101 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,137 $1.22M 0.13% -794 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,136 $1.22M 0.38% -36 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,123 $1.2M 0.5% -2 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,115 $1.19M 0.8% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,099 $1.19M 0.19% -8 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,112 $1.19M 0.15% -334 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,110 $1.19M 0.43% -162 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,107 $1.18M 0.15% -4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,106 $1.18M 0.29% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,100 $1.18M 0.12% -94 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,091 $1.17M 0.25% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 836 $1.17M 0.31% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 935 $1.16M -37 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,080 $1.16M 0.02% +19 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,077 $1.15M 0.86% -31 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,077 $1.15M 0.45% 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,075 $1.15M 0.27% 0 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 1,074 $1.15M 1.14% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,072 $1.15M 0.82% -127 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,064 $1.14M 0.04% +49 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,064 $1.14M 0.25% +35 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,059 $1.13M 0.14% -2 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,058 $1.13M 0.06% +21 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,044 $1.12M 0.82% -48 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,044 $1.12M 0.3% +118 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,043 $1.12M 0.03% -64 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,043 $1.12M 0.08% -4 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,040 $1.11M 0.17% -130 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,039 $1.11M 0.07% +679 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,038 $1.11M 0.13% -8 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,035 $1.11M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,035 $1.11M 0.41% +110 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,027 $1.1M 0.11% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,021 $1.09M 0.26% +757 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,020 $1.09M 0.26% +22 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,020 $1.09M 0.04% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 777 $1.08M 0.93% -5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,013 $1.08M 0.15% -4 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,008 $1.08M 0.05% +427 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,007 $1.08M 0.15% +119 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,007 $1.08M 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,007 $1.08M 0.04% +92 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,006 $1.08M 0.11% -26 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,003 $1.07M 0.06% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,003 $1.07M 0.72% +25 13F-HR Timeline