Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,596 $1.1M 0.15% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,542 $1.09M 0.07% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,514 $1.09M 0.29% new 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 5,441 $1.07M 0.83% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,416 $1.07M 0.2% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,362 $1.06M 0.39% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,357 $1.06M 0.07% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,380 $1.05M 0.22% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,326 $1.05M 0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,272 $1.04M 0.05% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,261 $1.04M 0.18% new 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,256 $1.04M 0.01% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 5,328 $1.04M 0.54% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,204 $1.03M 0.06% new 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,198 $1.03M 0.06% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,196 $1.02M 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,284 $1.02M 0.02% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 5,181 $1.02M 0.18% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,611 $1.02M 0.77% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,053 $997K 0.02% new 13F-HR/A Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5,127 $995K 0.74% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,571 $987K 0.43% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,990 $984K 0.05% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,248 $972K 0.06% -8,846 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,923 $971K 0.16% -4,925 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,881 $963K 0.05% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,790 $945K 0.01% new 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,752 $937K 0.58% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,719 $931K 0.06% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,687 $923K 0.02% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,699 $920K 0.09% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 4,611 $909K 0.26% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,601 $907K 0.05% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,410 $900K 0.11% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,561 $900K 0.2% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,554 $898K 0.29% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,550 $897K 0.76% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,506 $889K 0.2% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,468 $881K 0.21% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,461 $880K 0.16% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,458 $879K 0.03% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,435 $875K new Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,615 $866K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,383 $860K 0.01% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,331 $854K 0.12% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,322 $852K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,315 $850K 0.08% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,273 $843K 0.05% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,229 $834K 0.11% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,232 $834K 0.05% -4,243 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,202 $829K 0.38% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,201 $829K 0.04% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,189 $826K 0.16% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,173 $823K 0.01% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 4,245 $822K 0.21% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,224 $818K 0.15% new 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 4,104 $809K 0.13% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,087 $806K 0.24% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,084 $805K 0.18% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,130 $801K 0.05% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,043 $797K 0.03% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,043 $797K 0.31% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,879 $793K 0.11% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,003 $789K 0.29% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 4,000 $789K 0.15% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,976 $784K 0.16% new 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 4,040 $783K 0.03% new 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,967 $782K 0.01% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,966 $782K 0.62% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,950 $779K 0.01% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,940 $777K 0.24% new 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 3,930 $775K 0.11% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,911 $771K 0.02% new 13F-HR/A Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,868 $763K 0.29% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,867 $763K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,865 $762K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,914 $758K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,826 $755K 0.04% new 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 3,826 $755K 0.12% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,766 $743K 0.01% new 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 3,750 $740K 0.21% new 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 3,739 $737K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,017 $735K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,724 $734K 0.02% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,735 $729K 0.27% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,691 $728K 0.07% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,687 $727K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,678 $725K 0.02% -4,276 13F-HR/A Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,674 $725K 0.04% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,644 $719K 0.38% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,626 $715K 0.04% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,620 $714K 0.01% new 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,600 $710K 0.03% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,594 $709K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,573 $705K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,572 $704K 0.04% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,630 $703K 0.01% new 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,551 $700K 0.14% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,531 $696K 0.02% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,557 $689K 0.33% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,554 $688K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,690 $681K 0.02% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,435 $677K 0.07% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,485 $675K 0.08% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,418 $674K 0.12% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,417 $674K 0.26% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,462 $671K 0.07% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,341 $670K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,367 $664K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,356 $662K 0.08% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,339 $659K 0.01% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,310 $653K 0.49% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,191 $650K 0.04% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,298 $650K 0.27% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,297 $650K 0.36% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,297 $650K 0.24% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,280 $647K 0.2% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,280 $647K 0.59% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,268 $645K 0.09% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,235 $638K 0.05% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,224 $636K 0.01% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,209 $633K 0.12% new 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,201 $631K 0.07% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,175 $626K 0.05% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,163 $624K 0.02% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,144 $620K 0.04% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,134 $618K 0.27% new 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,118 $615K 0.01% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,104 $612K 0.64% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,059 $603K 0.34% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,052 $602K 0.03% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,024 $596K 0.26% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,018 $595K 0.01% new 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,001 $592K 0.18% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,000 $592K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,999 $591K 0.03% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,976 $587K 0.27% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,964 $585K 0.2% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,962 $584K 0.04% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,954 $583K 0.03% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,950 $582K 0.16% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,922 $576K 0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,897 $571K <0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,897 $571K 0.08% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,854 $563K 0.06% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,846 $561K 0.2% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,883 $558K 0.02% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,831 $558K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,828 $558K 0.04% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,819 $556K 0.04% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,815 $555K 0.06% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,793 $551K 0.11% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,790 $549K 0.03% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,784 $549K 0.25% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,780 $548K 0.08% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,764 $545K 0.2% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,763 $545K 0.09% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,750 $542K 0.13% -3,500 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,738 $540K 0.08% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,723 $537K 0.18% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,723 $537K 0.29% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,721 $537K 0.18% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,764 $535K 0.27% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,724 $534K 0.1% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,707 $534K 0.04% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,697 $532K 0.13% -9,290 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,827 $530K 0.04% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,674 $527K 0.02% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,658 $524K new Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,668 $518K 0.01% new 13F-HR/A Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,610 $515K 0.04% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,601 $513K 0.36% -2,604 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,599 $513K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,590 $511K <0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,589 $511K 0.03% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 2,585 $510K 0.42% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,571 $507K 0.23% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,551 $503K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,550 $503K 0.02% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,536 $500K 0.06% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,561 $497K 0.09% new 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,523 $494K 0.1% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,502 $493K 0.04% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,500 $493K 0.16% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,497 $492K 0.03% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,538 $492K <0.01% new 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,528 $491K 0.2% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,485 $490K 0.13% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,476 $488K 0.02% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,461 $485K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,583 $484K 0.04% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,450 $483K 0.13% new 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,427 $479K 0.12% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,426 $478K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,421 $478K 0.03% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,418 $477K 0.02% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,416 $476K 0.31% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,413 $476K 0.02% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,421 $475K 0.02% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,405 $474K 0.05% -1,629 13F-HR Timeline