Carson Advisory Inc. More: the full row for Carson Advisory Inc. 14,485 $1.47M 0.79% -1,615 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 14,445 $1.47M 0.41% -482 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 14,352 $1.46M 0.05% 0 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 14,339 $1.46M 0.68% -1,049 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 14,264 $1.45M 0.15% +2,366 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,231 $1.44M 0.13% +569 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 14,160 $1.44M 0.52% -3 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,136 $1.43M 0.05% -1,022 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 14,060 $1.43M 0.06% -16,526 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 14,038 $1.42M 0.34% -12,778 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,008 $1.42M 0.07% +1,577 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 13,989 $1.42M 0.85% -5,069 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,801 $1.42M 0.19% -858 13F-HR/A Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 13,958 $1.42M 0.07% -35,486 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,937 $1.41M 0.05% -1,775 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 13,879 $1.41M 0.18% -760 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 13,806 $1.4M 0.44% +649 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,804 $1.4M 0.1% -1,654 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 13,756 $1.4M 0.77% -212 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 13,734 $1.39M 0.05% -400 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 13,529 $1.37M 0.18% -6,059 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 13,500 $1.37M 0.33% 0 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 13,429 $1.36M 1.55% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 13,355 $1.36M 0.24% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 13,328 $1.35M 0.48% +2,660 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 13,313 $1.35M 1.05% -679 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,304 $1.35M 0.05% +1,472 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,293 $1.35M 0.07% -2,913 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 13,235 $1.34M 0.09% -1,035 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,188 $1.34M 0.06% -1,102 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 13,138 $1.33M 0.22% -418 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,076 $1.33M 0.01% +168 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,111 $1.33M 0.01% +7,372 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 13,030 $1.32M 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,982 $1.32M 0.18% +4,778 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,885 $1.31M 0.08% +236 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,708 $1.29M 0.08% +23 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13,172 $1.29M 0.03% -80 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,683 $1.29M 0.11% -1,577 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 12,529 $1.28M 0.01% +438 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 12,635 $1.28M 0.03% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,619 $1.28M 1.02% -144 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 12,616 $1.28M 0.23% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,615 $1.28M 0.03% +87 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,589 $1.28M 0.04% +788 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,583 $1.28M 0.07% +83 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 12,558 $1.27M 0.05% +7,214 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 12,500 $1.27M 0.58% -2,300 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 12,500 $1.27M 0.02% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,472 $1.27M 0.07% +3,951 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,468 $1.27M 0.09% -19 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 12,430 $1.26M 0.03% -110,576 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,360 $1.25M 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,280 $1.25M 0.05% +275 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 12,270 $1.25M 0.97% +2,516 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,214 $1.24M 0.05% +474 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 12,201 $1.24M 0.23% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,383 $1.24M 0.03% -1,145 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,107 $1.23M 0.1% +417 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 12,100 $1.23M 0.42% -100 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12,084 $1.23M 0.29% -10,415 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 11,994 $1.22M 0.44% -1,473 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,971 $1.22M 0.03% +8 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 11,930 $1.21M 0.45% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,892 $1.21M 0.03% -2,445 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,887 $1.21M 0.04% +200 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 11,839 $1.2M 0.81% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,737 $1.19M 0.16% -1,473 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,704 $1.19M 0.44% -700 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 11,684 $1.19M 0.15% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,627 $1.18M 0.09% +163 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 13,634 $1.18M 0.02% +12,184 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,556 $1.17M 0.07% +743 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 11,539 $1.17M 0.93% -763 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,523 $1.17M 0.56% +2,350 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,503 $1.17M <0.01% -157,708 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 11,499 $1.17M 0.26% -2,775 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,457 $1.16M 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,429 $1.16M 0.02% +3,003 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,391 $1.16M 0.04% +1,216 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,380 $1.16M 0.09% +353 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,375 $1.15M 0.26% -1,055 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 11,366 $1.15M 0.84% -5,067 13F-HR/A Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 11,317 $1.15M 0.4% -90 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,308 $1.15M 0.09% +6,810 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,296 $1.15M 0.2% -520 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,336 $1.14M 0.07% +584 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 11,263 $1.14M 0.06% +3,473 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,262 $1.14M 0.03% +155 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,251 $1.14M 0.39% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,179 $1.13M 0.06% -773 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,167 $1.13M 0.08% -369 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,151 $1.13M 0.33% -5,000 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,141 $1.13M 0.05% +312 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 11,114 $1.13M 0.05% +9,756 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,103 $1.13M 0.43% +325 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 11,061 $1.12M 1.11% -909 13F-HR Timeline Angel Oak Capital Advisors, LLC More: the full row for Angel Oak Capital Advisors, LLC 11,000 $1.12M 0.88% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,972 $1.11M 0.14% +1,051 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,969 $1.11M 0.19% +54 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,930 $1.11M 0.08% +2,472 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,887 $1.11M 0.13% +3,099 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,799 $1.1M 0.13% +147 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,798 $1.1M 0.12% +320 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,766 $1.09M 0.1% -967 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,742 $1.09M 0.01% -8,299 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,702 $1.09M 0.01% -2,719 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 10,676 $1.08M 0.37% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,651 $1.08M 0.01% -1,829 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,645 $1.08M 0.4% -587 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,569 $1.07M 0.04% +4,747 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,516 $1.07M 0.07% -161 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,513 $1.07M 0.04% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 10,512 $1.07M 0.16% -15,332 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,478 $1.06M 0.3% +673 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,465 $1.06M 0.11% +3,131 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,392 $1.05M 0.01% +802 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,382 $1.05M 0.08% +749 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,367 $1.05M 0.01% +4,501 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,306 $1.05M 0.06% -390 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,300 $1.05M 0.01% -712 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,272 $1.04M 0.07% -3,199 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,224 $1.04M 0.42% -120 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,218 $1.04M 0.29% +398 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,253 $1.04M 0.17% -319 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,184 $1.03M 0.04% -548 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,133 $1.03M 0.3% +190 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,121 $1.03M 0.13% +6,799 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,114 $1.03M 0.33% +3,530 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 10,100 $1.03M 0.91% -56 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,068 $1.02M 0.15% -6,930 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,034 $1.02M 0.06% new 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,017 $1.02M 0.23% +76 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,017 $1.02M 0.11% 0 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 10,000 $1.01M 0.03% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,979 $1.01M 0.06% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,958 $1.01M 0.02% -822 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 9,889 $1M 0.22% +135 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,886 $1M 0.03% +183 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,832 $998K 0.06% +86 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 9,763 $991K 0.79% +65 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,758 $990K 0.06% -228 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,719 $987K 0.1% +211 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,681 $983K 0.05% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 9,618 $976K 0.11% +60 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,613 $976K 0.31% +6,301 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,594 $974K 0.05% -2,420 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 9,579 $972K 0.07% -76 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,500 $964K 0.17% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,475 $962K 0.82% -1,150 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,415 $956K 0.22% -4,441 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,414 $956K 0.12% -840 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 9,397 $954K 0.24% -2,266 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 9,379 $952K 0.1% -1,380 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,364 $950K 0.29% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 9,345 $949K 0.06% +343 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,336 $948K 0.11% -620 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,320 $946K 0.12% -850 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,311 $945K 0.17% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,272 $941K 0.14% -934 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,272 $941K 0.11% +72 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,247 $939K 0.04% +215 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,161 $930K 0.22% -1,400 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,154 $929K 0.08% +788 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,272 $924K 0.05% +811 13F-HR/A Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,119 $920K 0.06% +94 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,024 $916K 0.22% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,016 $915K 0.12% -3,729 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,991 $913K 0.06% -34,648 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,985 $912K 0.13% +628 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,976 $911K 0.31% +93 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,947 $908K 0.02% -935 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,917 $904K 0.15% +60 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,907 $904K 0.11% -197 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,871 $900K 0.03% +3,014 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,866 $900K 0.07% -140 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,861 $899K 0.38% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,850 $898K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,100 $898K 0.31% -863 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,836 $897K 0.07% -87 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,772 $890K 0.63% +40 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,749 $888K 0.02% +3,749 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,729 $886K 0.02% +152 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,685 $882K 0.04% +3,838 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 8,690 $878K 0.31% -4,407 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 8,628 $876K 0.31% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,628 $876K 0.39% +12 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,572 $870K 0.27% +4,934 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,565 $869K 0.13% +1,847 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,516 $864K 0.04% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,470 $860K 0.04% -483 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 8,435 $856K 0.26% -1,592 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 8,438 $856K 0.11% -186 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,395 $852K 0.06% -32 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,390 $852K 0.2% -13,332 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,365 $849K 0.16% +999 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,721 $849K 0.02% +3,869 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,361 $849K 0.16% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,303 $843K 0.08% +237 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,253 $838K 0.03% +258 13F-HR Timeline