Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 17,531 $5.43M 0.32% +1,975 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 17,484 $5.41M 2.8% +3,752 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,468 $5.41M 1.96% +109 13F-HR/A Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 17,409 $5.39M 1.64% +629 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 17,404 $5.39M 3.21% +919 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 17,374 $5.38M 0.89% +2,164 13F-HR Timeline Group MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 17,371 $5.38M 1.62% +120 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 17,342 $5.37M 0.76% +479 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 17,336 $5.37M 1.2% -644 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 17,330 $5.36M 0.28% -684 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 17,195 $5.32M 1.71% +1,254 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 17,190 $5.32M 1.29% +6,509 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 17,171 $5.31M 0.38% +1,397 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 17,129 $5.3M 0.65% +1,154 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 17,119 $5.3M 2.02% +6,182 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 17,114 $5.3M 1.04% +12,283 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 17,106 $5.29M 1.26% -5,796 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 17,104 $5.29M 1.1% +683 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 17,104 $5.29M 1.59% +5,973 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 16,921 $5.24M 0.6% -475 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,894 $5.23M 1.27% -55 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 16,891 $5.23M 3.23% +1,205 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 16,863 $5.22M 1.25% -164 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 16,848 $5.21M 0.75% +2,900 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 16,813 $5.2M 1.82% -2,136 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 16,813 $5.2M 1.66% -540 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,807 $5.2M 0.12% +746 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 16,798 $5.2M 0.83% +1,349 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 16,749 $5.18M 1.22% +1,812 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 16,711 $5.17M 0.72% -32,133 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,699 $5.17M 1.17% -208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 16,692 $5.17M 3.74% +1,099 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 16,603 $5.14M 0.35% +213 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 16,592 $5.14M 0.77% -66 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,551 $5.12M 0.84% -1,229 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 16,550 $5.12M 1.16% +2,331 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 16,520 $5.11M 2.25% +180 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,505 $5.11M 0.31% -2,421 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,502 $5.11M 0.42% +150 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,477 $5.1M 1.77% -348 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,454 $5.09M 0.37% +605 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 16,435 $5.09M 1.41% -75 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 16,409 $5.08M 0.9% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 16,358 $5.06M 2.23% +2,864 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 16,341 $5.06M 0.8% -783 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 16,323 $5.05M 4.27% -156 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,298 $5.04M 0.65% -151 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 16,243 $5.03M 0.82% -44,519 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 16,224 $5.02M 3.08% -4 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 16,223 $5.02M 3.57% -212 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 16,220 $5.02M 0.41% +624 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 16,217 $5.02M 1.42% -8 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 16,210 $5.02M 1.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,202 $5.01M 1.06% -798 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 16,200 $5.01M 1.02% -1,243 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 16,196 $5.01M 1.81% -12 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 16,161 $5M 0.56% +887 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,153 $5M 0.09% -7 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,126 $4.99M 0.83% +1,280 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 16,111 $4.99M 1.38% +2,910 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 16,096 $4.98M 1.02% +788 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 16,078 $4.98M 3.34% -110 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 16,026 $4.96M 1.71% +945 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,988 $4.95M 0.65% +926 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,967 $4.94M 0.32% +1,085 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 15,945 $4.94M 0.79% +214 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,933 $4.93M 0.76% +145 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 15,861 $4.91M 0.29% +6,513 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 15,857 $4.91M 3.77% -136 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 15,852 $4.91M 0.18% -135,967 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,782 $4.88M 1.9% -48 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 15,775 $4.88M 1.78% +255 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 15,749 $4.87M 0.77% +858 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15,747 $4.87M 1.04% -66 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 15,742 $4.87M 0.01% +85 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 15,725 $4.87M 2.1% +15 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 15,716 $4.86M 0.35% +2,236 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 15,707 $4.86M 1.27% +106 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 15,699 $4.86M 4.17% -1,579 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,689 $4.86M 0.27% +1,797 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 15,674 $4.85M 4.32% new 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 15,650 $4.84M 2.97% -1,100 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 15,628 $4.84M 4.8% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 15,618 $4.83M 0.88% +2,242 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 15,604 $4.83M 1.15% +113 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 15,600 $4.83M 0.88% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 15,585 $4.82M 1.32% -30 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,561 $4.82M 0.28% +3,023 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 15,550 $4.81M 0.41% -495 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 15,533 $4.81M 1.11% +366 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 15,523 $4.8M 0.71% +14,188 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 15,507 $4.8M 0.75% +7,074 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,493 $4.79M 0.2% +329 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 15,468 $4.79M 3.49% +2,198 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15,419 $4.77M 0.34% -2,331 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 15,415 $4.77M 3.95% -527 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 12,520 $4.77M 0.65% +1,602 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,370 $4.76M 2.1% -51 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 15,361 $4.75M 2.98% -12,908 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 15,273 $4.73M 2.65% -1,952 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,266 $4.72M 3.53% -747 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 15,249 $4.72M 0.08% +1,296 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 15,237 $4.72M 1.92% +204 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 15,180 $4.7M 3.51% +290 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,155 $4.69M 0.53% -1,386 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 15,600 $4.69M 2.38% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 15,138 $4.69M 0.41% +432 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,136 $4.69M 0.91% +3 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 15,133 $4.68M 1.1% -1,089 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,130 $4.68M 0.34% -249 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 15,103 $4.67M 0.74% +1,722 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 15,100 $4.67M 1.17% -3,194 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 15,000 $4.64M 0.85% 0 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 15,000 $4.64M 0.13% +8,000 13F-HR Timeline Group Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 15,000 $4.64M 2.54% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 14,992 $4.64M 0.15% +411 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 14,988 $4.64M 2.58% -1,576 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,962 $4.63M 0.27% -84 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 14,904 $4.61M 1.26% -1,554 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,901 $4.61M 0.44% +680 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,880 $4.61M 0.35% +582 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 14,877 $4.6M 1.07% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 14,877 $4.6M 3.54% -129,412 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 14,869 $4.6M 2.31% -1,444 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 14,851 $4.6M 4.04% -267 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 14,835 $4.59M 0.28% +4,146 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 14,834 $4.59M 8.94% -150 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 14,825 $4.59M 0.78% +2,785 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 14,822 $4.59M 2.56% -18 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 14,814 $4.59M 3.27% 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 14,781 $4.57M 4.89% +1,925 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 14,781 $4.57M 1.68% -1,401 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 14,770 $4.57M 1.3% +1,820 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 14,744 $4.56M 0.5% +3,449 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 14,725 $4.56M 5.17% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 14,726 $4.56M 0.64% +1,116 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 14,726 $4.56M 2.95% -1,031 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 14,719 $4.56M 1.16% 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 14,713 $4.55M 2.12% -269 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 14,695 $4.55M 1.88% -1,433 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 14,690 $4.55M 1.29% -2,710 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,652 $4.53M 1.07% -134 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 14,645 $4.53M 1% -718 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 14,612 $4.52M 0.52% +24 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 14,608 $4.52M 1.34% +527 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 11,874 $4.52M 1.88% +1,603 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 14,604 $4.52M 0.3% +1,020 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,521 $4.49M 1.21% -473 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,518 $4.49M 0.45% +395 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 14,494 $4.49M 0.36% +776 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,457 $4.47M 0.7% +80 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,456 $4.47M 1.59% +300 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,418 $4.46M 0.45% +467 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,417 $4.46M 0.65% +24 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 14,399 $4.46M 1.98% -4,929 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 14,388 $4.45M 3.64% -1,582 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 14,380 $4.45M 1.75% -1,006 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 14,351 $4.44M 0.64% -434 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 14,341 $4.44M 0.59% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 14,315 $4.43M 1.81% +252 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 14,313 $4.43M 1.87% -177 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 14,302 $4.43M 1.19% -1,106 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,298 $4.43M 0.26% +116 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,905 $4.42M 0.13% +264 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 14,279 $4.42M 1.13% +1,382 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 14,256 $4.41M 2.41% +1,284 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 14,256 $4.41M 1.51% +1,906 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 14,231 $4.4M 0.9% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 14,192 $4.39M 1.57% +442 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 14,140 $4.38M 0.53% +130 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,088 $4.36M 0.08% -14,708 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 14,069 $4.35M 1.96% -1,871 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,059 $4.35M 0.95% +1,895 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,020 $4.34M 2.44% +3 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 12,523 $4.33M 2.44% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 13,950 $4.32M 3.63% -700 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 13,937 $4.31M 1.67% -1,050 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,930 $4.31M 0.79% -194 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,912 $4.31M 0.21% +758 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 13,910 $4.31M 1.78% -44 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 13,880 $4.3M 1.49% +180 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,861 $4.29M 0.97% +76 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 13,838 $4.28M 0.46% +4,032 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,800 $4.27M 0.84% +850 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 13,702 $4.24M 2.88% +80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 13,680 $4.23M 2.27% -1,620 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 13,666 $4.23M 2.33% -1,915 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13,655 $4.23M 1.92% +1,240 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 13,647 $4.22M 2.42% +1,313 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 13,632 $4.22M 0.32% +8,997 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,602 $4.21M 1.46% -107 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 12,159 $4.21M 0.75% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,596 $4.21M 0.23% -525 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 13,590 $4.21M 2.88% +941 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 13,584 $4.2M 2.28% -3,673 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,574 $4.2M 0.94% -20,765 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 13,564 $4.2M 0.59% -43 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 13,520 $4.18M 0.71% -74,400 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,507 $4.18M 0.23% +835 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 13,501 $4.18M 1.28% -344 13F-HR Timeline