IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,037 $3.11M 0.3% -124 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,035 $3.11M 0.4% +419 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,030 $3.1M 0.7% -58 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 10,021 $3.1M 3.03% -7,933 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,019 $3.1M 0.57% +8,365 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 10,007 $3.1M 2.7% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 10,000 $3.1M 0.37% -54,841 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,982 $3.09M 0.12% +1,038 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,972 $3.09M 0.15% +1,015 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 9,958 $3.08M 0.67% -176 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,956 $3.08M 0.17% -152 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 9,950 $3.08M 0.27% -823 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,931 $3.07M 0.6% -1,543 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 9,920 $3.07M 2.08% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,912 $3.07M 0.94% -822 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,904 $3.07M 0.01% +3,722 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,896 $3.06M 0.96% -313 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,898 $3.06M 0.84% -4,731 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,773 $3.05M 0.22% -24 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,837 $3.04M 0.28% +4,138 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,836 $3.04M 0.69% +644 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,833 $3.04M 0.38% -1,011 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 9,824 $3.04M 0.88% +2,373 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,817 $3.04M 0.44% +57 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 9,804 $3.03M 0.23% +2,266 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,782 $3.03M 0.3% +684 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,760 $3.02M 1.37% -154 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9,752 $3.02M 0.32% +321 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 9,740 $3.01M 3.41% +262 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 9,710 $3.01M 0.44% +1,135 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,702 $3M 0.17% +3,925 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,699 $3M 0.36% +385 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,696 $3M 0.57% -178 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 9,694 $3M 0.28% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 9,687 $3M 2.33% +7,281 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,676 $2.99M 0.12% -3,097 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 9,673 $2.99M 1.37% +488 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,671 $2.99M 1.71% -68 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 9,670 $2.99M 0.92% +924 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,655 $2.99M 2.03% +712 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,649 $2.99M 1.74% +2,003 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,305 $2.97M 1.35% +322 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,589 $2.97M 1% +191 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 9,637 $2.97M 2.73% +1,151 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 9,587 $2.97M 1.92% +5,180 13F-HR Timeline Varenne Capital Partners More: the full row for Varenne Capital Partners 9,556 $2.97M 0.74% +126 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 9,550 $2.96M 2.16% -2,249 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,537 $2.95M 0.28% -295 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 9,511 $2.94M 1.78% -2,696 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,489 $2.94M 1.32% -27 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 9,482 $2.93M 0.66% +570 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,474 $2.93M 0.43% -497 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 9,454 $2.93M 1.88% -765 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 9,956 $2.92M 0.03% new 13F-HR Timeline Group MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 9,425 $2.92M 0.73% +28 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 9,393 $2.91M 2.33% +640 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,782 $2.91M 2.19% +820 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 9,385 $2.9M 0.79% -1,517 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,372 $2.9M 1.55% +377 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,366 $2.9M 1.04% -25 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,365 $2.9M 0.3% +457 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,354 $2.9M 0.36% +1,268 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 9,353 $2.89M 1.72% -1,987 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,325 $2.89M 2.59% +7,566 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 9,319 $2.88M 2.12% +484 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,319 $2.88M 1.28% +444 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 9,317 $2.88M 0.74% +356 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,311 $2.88M 0.93% +361 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,296 $2.88M 1.3% +146 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 9,274 $2.87M 2.38% -21 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 9,241 $2.86M 1.08% -1,840 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 9,239 $2.86M 1.01% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 9,233 $2.86M 0.6% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,213 $2.85M 0.11% -1,075 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,169 $2.84M 0.77% -316 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,168 $2.84M 0.61% +70 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 9,160 $2.84M 4.49% +2,760 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 9,158 $2.83M 2.35% -423 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 9,150 $2.83M 0.74% -52,500 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 9,137 $2.83M 0.45% +391 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,128 $2.83M 1.1% -3,873 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 9,128 $2.83M 0.15% -87 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,107 $2.82M 0.86% +126 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,091 $2.81M 0.98% +1,140 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 9,086 $2.81M 1.44% +772 13F-HR Timeline United Bank More: the full row for United Bank 9,071 $2.81M 0.93% +4,613 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,070 $2.81M 1.04% -4,814 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,066 $2.81M 0.27% +2,394 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9,054 $2.8M 0.71% -518 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 9,049 $2.8M 0.8% -78 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,046 $2.8M 0.25% -1,165 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 9,028 $2.79M 2.42% -616 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 9,023 $2.79M 0.8% +8,726 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9,023 $2.79M 0.8% +1,533 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 8,973 $2.78M 1.05% -670 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 8,973 $2.77M 0.21% +1,441 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,958 $2.77M 0.45% -31 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 8,928 $2.76M 1.61% +33 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 8,908 $2.76M 2.09% -250 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,908 $2.76M 1.44% -2,558 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,901 $2.75M 0.19% -388 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 8,883 $2.75M 1.47% -605 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 8,880 $2.75M 0.25% 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 8,874 $2.75M 1.99% +2,873 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,858 $2.74M 1.39% +189 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 8,852 $2.74M 2.36% +1,654 13F-HR Timeline American Trust More: the full row for American Trust 8,857 $2.74M 0.24% -1,553 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,582 $2.74M 0.55% +294 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,854 $2.74M 1.13% -493 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 8,846 $2.74M 1.47% +134 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 8,836 $2.73M 0.51% +1,714 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,832 $2.73M 2.61% -167 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,830 $2.73M 0.37% -2,354 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,827 $2.73M 0.66% -358 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,823 $2.73M 1.36% -618 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,812 $2.73M 1.81% -65 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,520 $2.73M 0.57% +253 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 8,799 $2.72M 0.74% -2,709 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,797 $2.72M 0.15% +1,151 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,793 $2.72M 0.33% +481 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,787 $2.72M 1.01% +22 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 8,746 $2.71M 0.79% +7,693 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,739 $2.7M 1.55% +328 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 8,716 $2.7M 0.78% -251 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 8,702 $2.69M 0.79% +340 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 8,700 $2.69M 0.51% +4,275 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,692 $2.69M 0.29% +912 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,684 $2.69M 0.28% -145 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,682 $2.69M 1.82% +42 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,676 $2.69M 0.18% +257 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,669 $2.68M 1.68% -437 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,658 $2.68M 0.83% +1,140 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,643 $2.67M 0.94% -468 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,624 $2.67M 0.5% +141 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,600 $2.66M 1.04% -1,468 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 8,589 $2.66M 0.89% -59 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,556 $2.65M 1.34% -45 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 8,533 $2.64M 2.15% +116 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 8,520 $2.64M 1.02% 13F-HR/A Timeline BEACONLIGHT CAPITAL, LLC More: the full row for BEACONLIGHT CAPITAL, LLC 8,516 $2.64M 1.49% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 8,499 $2.63M 0.66% +26 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,498 $2.63M 0.03% +805 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,286 $2.63M 0.36% +2,772 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,231 $2.63M 0.85% -1,470 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,469 $2.62M 0.77% +808 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,468 $2.62M 0.9% +159 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,485 $2.61M 2.13% -22 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,441 $2.61M 2.42% -266 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 6,877 $2.61M 0.51% -202 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 8,437 $2.61M 2.36% -71 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 8,432 $2.61M 2.6% -30 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 8,432 $2.61M 1.42% 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 8,409 $2.6M 0.53% +106 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,396 $2.6M 0.76% -1,684 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 8,388 $2.6M 1.87% +487 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,387 $2.6M 1.09% -1,645 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 8,377 $2.59M 1.29% +160 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 8,375 $2.59M 1.14% -58 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 8,349 $2.58M 1% +8,261 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,336 $2.58M 0.47% +2,276 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,336 $2.58M 1.94% +20 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,328 $2.58M 1.06% -3,666 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,304 $2.57M 0.19% -173 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,211 $2.56M 0.18% +244 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,271 $2.56M 1.12% +80 13F-HR/A Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 8,257 $2.56M 1.18% -1,266 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,251 $2.55M 0.46% +525 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,234 $2.55M 1.66% +142 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,227 $2.55M 0.36% +63 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,224 $2.55M 0.64% -293 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,222 $2.54M 1.03% -59 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,221 $2.54M 0.56% +185 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,198 $2.54M 0.45% -727 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,197 $2.54M 0.71% -1,200 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,188 $2.53M 0.51% +417 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,576 $2.53M 0.96% +99 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,165 $2.53M 0.91% -26 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 8,158 $2.52M 1.07% -10 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,149 $2.52M 0.74% +28 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,139 $2.52M 0.72% +33 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 8,133 $2.52M 1.38% +4,555 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,127 $2.52M 0.21% +507 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,124 $2.51M 0.42% +1,107 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,117 $2.51M 0.63% -20 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 8,088 $2.5M 1.61% +4,032 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 8,077 $2.5M 2.48% -520 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,058 $2.49M 0.58% +2,934 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,044 $2.49M 0.56% +137 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,028 $2.48M 0.14% -2,283 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,025 $2.48M 0.29% +528 13F-HR Timeline RATIONAL ADVISORS, INC. 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