MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,357 $1.74M 0.01% +1,438 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,120 $1.73M 0.03% +8,672 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 15,244 $1.73M 0.05% +377 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 15,227 $1.73M 0.73% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 15,188 $1.72M 1.02% -33 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,156 $1.72M 0.12% +1,410 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 15,134 $1.72M 0.27% +1,221 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,132 $1.72M 0.23% +2,619 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 15,121 $1.72M 0.07% -5,940 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,990 $1.7M 0.04% -1,646 13F-HR Timeline Group SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 14,977 $1.7M 0.62% +695 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 14,405 $1.69M 0.72% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 14,873 $1.69M 0.52% +242 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,796 $1.68M 0.04% -5,545 13F-HR/A Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,765 $1.67M 0.05% -36,524 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 14,765 $1.67M 0.46% -267 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 14,761 $1.67M 0.6% +64 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,759 $1.67M 0.18% -652 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 14,731 $1.67M 0.95% -1,075 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,710 $1.67M 0.16% -4,760 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 14,673 $1.66M 0.67% -233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 14,664 $1.66M 0.39% -1,445 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,666 $1.66M 0.09% -44,346 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 14,632 $1.66M 0.95% +643 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,094 $1.66M 0.05% +4,938 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 14,539 $1.65M 0.44% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,128 $1.65M 0.03% +602 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,516 $1.65M 0.05% +446 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,512 $1.65M 0.37% +262 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 14,481 $1.64M 0.38% -15,313 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,447 $1.64M 0.03% -43 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,424 $1.64M 0.07% +246 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 14,419 $1.64M 0.9% +9,016 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 14,409 $1.63M 0.09% -244 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,370 $1.63M 0.15% +2,611 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,346 $1.63M 0.22% +6 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14,317 $1.62M 0.34% +2,233 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 14,249 $1.62M 0.89% +363 13F-HR/A Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 14,097 $1.6M 0.41% -2,407 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 14,079 $1.6M 0.05% -974 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,042 $1.59M 0.16% +5,502 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,969 $1.58M 0.22% +1,600 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,896 $1.58M 0.06% -10,610 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,336 $1.57M 0.02% -5,695 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 13,750 $1.56M 1.09% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,737 $1.56M 0.42% -168 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,728 $1.56M 0.15% +3,060 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,680 $1.55M 0.23% -6,619 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,637 $1.55M 0.09% +356 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 13,619 $1.54M 0.43% +170 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,592 $1.54M 0.08% +182 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 13,500 $1.53M 0.39% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,498 $1.53M 0.25% -2,304 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,493 $1.53M 0.15% -16,635 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 13,464 $1.53M 0.21% -500 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 13,426 $1.52M 1.23% +81 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 13,400 $1.52M 1.1% +930 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,357 $1.51M 0.06% -420 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 13,345 $1.51M 1.03% +229 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 13,294 $1.51M 0.57% +12,813 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,268 $1.5M 0.11% +982 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 13,235 $1.5M 1.08% +467 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 13,208 $1.5M 0.08% -1,090 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 13,193 $1.5M 0.18% +11,471 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 13,166 $1.49M 0.84% +2,190 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 12,777 $1.49M 0.14% +483 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 13,100 $1.49M 0.04% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,038 $1.48M 0.01% -9,326 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 13,034 $1.48M 0.06% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,030 $1.48M 0.57% -1,320 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 13,013 $1.48M 0.03% -69,197 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,965 $1.47M 0.13% -408 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,819 $1.45M 0.02% -1,983 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 12,782 $1.45M 0.65% +1,147 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 12,755 $1.45M 0.64% -2,533 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,725 $1.44M 0.75% -525 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,659 $1.44M 0.09% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 12,647 $1.43M 0.38% 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 12,637 $1.43M 0.19% new 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 12,635 $1.43M 0.04% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,500 $1.43M 0.08% -564 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,534 $1.42M 0.1% +642 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 12,500 $1.42M 0.6% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,493 $1.42M 0.05% +1,735 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,430 $1.41M 0.05% +243 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,360 $1.4M 0.43% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 12,330 $1.4M 0.33% -856 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,324 $1.4M 0.09% -287 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,289 $1.39M 0.02% -173 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 12,267 $1.39M 0.5% +373 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,253 $1.39M 0.05% -1,028 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 12,213 $1.39M 0.91% +4,708 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,133 $1.38M 0.1% +477 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,115 $1.37M 0.39% -10,085 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,101 $1.37M 0.05% -274 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,082 $1.37M 0.11% +23 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,051 $1.37M 0.05% -1,519 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,046 $1.37M 0.06% +656 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,976 $1.36M 0.77% +1,550 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,948 $1.36M 0.64% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,914 $1.35M 0.16% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 11,894 $1.35M 0.84% -3,797 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,873 $1.35M 0.05% +1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,846 $1.34M 0.04% +1,268 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 10,187 $1.34M 0.4% -1,703 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 11,824 $1.34M 0.88% -53 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,797 $1.34M 0.09% -1,331 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,780 $1.34M 0.47% -200 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 11,760 $1.33M 0.23% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,737 $1.33M 0.13% +4,529 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,695 $1.33M 0.04% -5,264 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,650 $1.32M 0.05% -5,100 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,595 $1.31M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 11,556 $1.31M 0.12% 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 11,470 $1.3M 0.38% +143 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,326 $1.28M 0.09% +4,968 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 11,310 $1.28M 0.37% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 11,267 $1.28M 0.97% 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 11,222 $1.27M 0.15% +224 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,215 $1.27M 0.04% -6,665 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,157 $1.27M 0.01% +369 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,151 $1.26M 0.39% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,121 $1.26M 0.22% -4,837 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,093 $1.26M 0.09% -209 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 11,051 $1.25M 0.01% +4,449 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 11,012 $1.25M 0.2% -2,693 13F-HR Timeline Angel Oak Capital Advisors, LLC More: the full row for Angel Oak Capital Advisors, LLC 11,000 $1.25M 1.39% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,909 $1.24M 0.1% +276 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,857 $1.23M 0.05% +1,412 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 10,856 $1.23M 0.84% -3,381 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 10,849 $1.23M 1.22% -3 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,808 $1.23M 0.06% +2,066 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 10,794 $1.22M 0.11% -5,614 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,785 $1.22M 0.09% +361 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,761 $1.22M 0.29% +433 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,737 $1.22M 0.44% -545 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 10,728 $1.22M 0.45% -548 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,704 $1.21M 0.42% -437 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,677 $1.21M 0.09% -13,494 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 10,619 $1.2M 0.15% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,597 $1.2M 0.14% +406 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,546 $1.2M 0.15% +814 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,513 $1.19M 0.04% 0 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 10,500 $1.19M 0.26% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,493 $1.19M 0.35% +260 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,486 $1.19M 0.07% +67 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,457 $1.19M 0.11% -702 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 10,456 $1.19M 0.04% -1,105,447 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,427 $1.18M 0.27% -855 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,391 $1.18M 0.18% +2,999 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,378 $1.18M 0.13% -115 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 10,375 $1.18M 0.4% +4,313 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 10,250 $1.16M 0.46% +1,983 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,225 $1.16M 0.04% -800 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,222 $1.16M 0.11% +831 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,210 $1.16M 0.47% +85 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 10,145 $1.15M 0.86% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 10,122 $1.15M 0.5% +916 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,044 $1.14M 0.25% +574 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,079 $1.14M 0.01% +156 13F-HR Timeline Group PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 10,000 $1.13M 0.03% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,979 $1.13M 0.07% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,893 $1.12M 0.14% +6,808 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9,824 $1.12M 0.17% -501 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 9,838 $1.12M 0.61% -132 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10,250 $1.11M 0.01% -285 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,781 $1.11M 0.06% +1,616 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,752 $1.11M 0.03% +429 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 9,727 $1.1M 0.13% +52 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,707 $1.1M 0.13% +12 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,578 $1.09M 0.35% -388 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,566 $1.08M 0.1% -900 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,521 $1.08M 0.09% +2,604 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 9,521 $1.08M 0.12% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,511 $1.08M 0.22% +800 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,500 $1.08M 0.19% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 9,484 $1.08M 0.11% +49 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,457 $1.07M 0.92% -587 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 9,420 $1.07M 0.5% -1 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,387 $1.06M 0.4% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,381 $1.06M 0.13% -22 13F-HR/A Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,350 $1.06M 0.32% -49 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,308 $1.06M 0.26% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,284 $1.05M 0.02% +2,097 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 9,256 $1.05M 0.05% -367 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 9,246 $1.05M 0.28% +6,787 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,246 $1.05M 0.09% +1,545 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,210 $1.04M 0.06% +121 13F-HR Timeline Herold Advisors, Inc. 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