Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 7,162 $2.53M 0.41% -1,790 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,113 $2.51M <0.01% +270 13F-HR Timeline Group Resolution Capital Ltd More: the full row for Resolution Capital Ltd 7,102 $2.51M 0.06% -1,694 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,020 $2.48M 0.11% -1,938 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 7,019 $2.48M 0.83% -63 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,974 $2.46M 0.01% -47,496 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,961 $2.46M 0.09% +1,392 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,900 $2.44M 1.31% -625 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,896 $2.44M 0.26% +645 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,805 $2.4M 0.05% +3,341 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,794 $2.4M 0.04% +49 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,721 $2.37M 0.07% +460 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,695 $2.37M 0.31% -80 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,680 $2.36M 0.03% +610 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,588 $2.35M 0.03% +81 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 6,568 $2.32M 0.9% 0 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,503 $2.3M 0.01% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,497 $2.3M 0.99% +1,758 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,471 $2.29M 0.37% +593 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,300 $2.23M 1.31% -3,122 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,293 $2.22M 0.07% +89 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 6,284 $2.22M 1.82% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,276 $2.22M 0.33% +613 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,264 $2.21M 0.04% -792 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,254 $2.21M 0.1% -237 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,214 $2.2M 0.02% +185 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,246 $2.19M 1.41% -371 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,202 $2.19M 0.17% +360 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,196 $2.19M 0.07% -5,677 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 6,179 $2.18M 1.42% 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,175 $2.18M 0.18% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,129 $2.17M 0.03% -206 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,101 $2.16M 0.13% -168 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,090 $2.15M 0.08% +417 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,080 $2.15M 0.02% +1,424 13F-HR Timeline Group Samjo Management, LLC More: the full row for Samjo Management, LLC 6,076 $2.15M 0.83% -149 13F-HR/A Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 6,044 $2.14M 2.03% -173 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,033 $2.13M 0.52% -85 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,031 $2.13M 0.12% +140 13F-HR Timeline Arosa Capital Management LP More: the full row for Arosa Capital Management LP 6,000 $2.12M 1.36% -4,500 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,979 $2.11M 0.04% -1,728 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,958 $2.1M 0.19% +346 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,922 $2.09M 0.15% -131 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 5,855 $2.07M 0.03% +244 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,847 $2.07M 0.13% +31 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,841 $2.06M 0.47% +90 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 5,831 $2.06M 0.6% +525 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 5,829 $2.06M 1.69% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,829 $2.06M 0.12% +1 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,819 $2.06M 0.22% +647 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,757 $2.03M 0.15% +255 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,743 $2.03M 0.05% -7,707 13F-HR Timeline Group Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,701 $2.01M 0.26% -20 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,611 $2.01M 0.09% +1,773 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,683 $2.01M 0.04% +617 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,670 $2M 0.11% -519 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,638 $1.99M 0.4% -95 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,635 $1.99M 0.1% -13 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,517 $1.95M 0.06% +596 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,500 $1.94M 2.85% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,473 $1.93M 0.02% +246 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,411 $1.93M 0.07% +413 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 5,426 $1.92M 0.07% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,417 $1.91M 0.01% +440 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,405 $1.91M 0.03% +2,330 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,351 $1.89M 0.09% +3,981 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,334 $1.88M 0.04% +115 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 5,273 $1.88M 0.02% -339 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 5,326 $1.88M 0.48% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,324 $1.88M 0.15% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,296 $1.87M 0.04% +1,000 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,893 $1.87M 0.72% -900 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,280 $1.87M 0.02% +493 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,270 $1.86M 0.25% +2,070 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 5,220 $1.84M 1.4% +100 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,215 $1.84M 1.08% +434 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,184 $1.83M 0.03% -59 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,179 $1.83M 0.37% +61 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,179 $1.83M 0.09% -445 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,139 $1.82M 0.09% +820 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,125 $1.81M 0.09% +116 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,115 $1.81M 0.07% +842 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,114 $1.81M 0.35% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,113 $1.81M 0.01% +1 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,103 $1.8M 0.69% +1,907 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 5,070 $1.79M 0.01% new 13F-HR Timeline Group Themes Management Co LLC More: the full row for Themes Management Co LLC 5,050 $1.78M 1.42% 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,011 $1.77M 0.21% +214 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.77M 1.38% -5,000 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,999 $1.77M 0.14% +97 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,978 $1.76M 0.2% +1,092 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,960 $1.75M 0.03% +712 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,925 $1.74M 0.09% -3,187 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,895 $1.73M 0.02% +255 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,876 $1.72M 0.02% -4,118 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,847 $1.71M 0.08% +3,611 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,456 $1.71M 0.37% +310 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,829 $1.71M 0.13% -182 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 4,812 $1.7M 0.44% -2,788 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,904 $1.7M 0.44% +1,185 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,792 $1.69M 0.07% +90 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,786 $1.69M 0.64% -52 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 4,748 $1.68M new Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,715 $1.67M 0.11% +11 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,736 $1.67M 0.04% +2,323 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,725 $1.67M 0.28% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,722 $1.67M 0.25% +15 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,673 $1.65M <0.01% +3,780 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,664 $1.65M 0.15% +2,700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 4,655 $1.64M 0.03% +1,789 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,628 $1.64M 0.25% +2,296 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,626 $1.63M 0.02% +38 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,619 $1.63M 0.29% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,618 $1.63M 0.1% +414 13F-HR Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,613 $1.63M 0.19% -1,093 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,610 $1.63M 0.32% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,587 $1.62M 0.3% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,581 $1.62M 0.11% -13 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,559 $1.61M 0.1% +216 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,542 $1.6M 0.05% +1,141 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,504 $1.59M +47 Timeline Ripple Effect Asset Management LP More: the full row for Ripple Effect Asset Management LP 4,500 $1.59M 1.27% -23,550 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,490 $1.59M 1.07% -1,698 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,489 $1.59M 1.14% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,481 $1.58M 0.01% -192 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 4,463 $1.58M 1.28% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,447 $1.57M 0.04% +190 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,436 $1.57M 0.01% +282 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,418 $1.56M 0.04% -1,245 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,412 $1.56M 0.01% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,390 $1.55M 0.27% +339 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,350 $1.54M 0.36% -35 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,314 $1.52M 0.05% -945 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,302 $1.52M 0.02% -60 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,551 $1.52M 0.63% +142 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,282 $1.51M 0.66% +300 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,277 $1.51M 0.13% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,277 $1.51M 0.77% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,273 $1.51M 0.02% +678 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 4,250 $1.5M 3.5% +250 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,245 $1.5M 0.35% -16 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,223 $1.5M 0.36% +141 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,235 $1.5M 0.01% +1,920 13F-HR Timeline Group PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 4,188 $1.49M 0.84% +4 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,195 $1.48M 0.38% -49 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,167 $1.47M 0.05% -117 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,078 $1.47M 0.04% -911 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,154 $1.47M 0.03% +193 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,153 $1.47M 0.43% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,151 $1.47M 0.43% +102 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 4,126 $1.46M 0.12% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,125 $1.46M 0.01% -20,660 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,147 $1.45M 0.04% +4,138 13F-HR/A Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 4,106 $1.45M 0.45% -541 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,068 $1.44M 0.05% +100 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,054 $1.43M 0.18% -1,600 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 5,086 $1.43M 0.31% -184 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,033 $1.42M 0.15% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,028 $1.42M 0.34% -536 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,000 $1.41M 1.01% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $1.41M 0.16% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,985 $1.41M 0.26% +1,047 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 3,985 $1.41M 0.2% -1,515 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,958 $1.4M 0.04% -292 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 3,953 $1.4M 0.43% +1,239 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,934 $1.39M 0.05% -50 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,927 $1.39M 0.47% +78 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,919 $1.38M 0.31% +2,482 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,908 $1.38M 0.09% -5 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,896 $1.38M 0.07% +189 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,892 $1.37M 0.05% +1,423 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,885 $1.37M 0.58% -421 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,878 $1.37M 0.06% +490 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,832 $1.35M 0.05% +3,040 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,814 $1.35M 0.08% -17 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,812 $1.35M 0.05% +3,021 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,807 $1.34M 1.33% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,771 $1.33M <0.01% +2,384 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,738 $1.32M 0.02% +223 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,720 $1.31M 0.41% -17 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,702 $1.31M 0.06% +43 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,691 $1.3M 0.06% +653 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,689 $1.3M 0.07% +1,217 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,666 $1.3M 0.27% +8 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,663 $1.29M 0.27% -52 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,646 $1.29M 0.5% -210 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,641 $1.29M 0.06% -609 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,254 $1.28M 0.1% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,619 $1.28M 0.01% -22 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,615 $1.28M 0.01% -90 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,587 $1.27M 0.16% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. 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