WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,000 $968K 0.52% +1,200 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 3,000 $968K 0.35% -13,500 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 3,000 $968K 0.13% new 13F-HR Timeline Value Star Asset Management (Hong Kong)… More: the full row for Value Star Asset Management (Hong Kong) Ltd 3,000 $968K 2.98% -1,000 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,995 $967K 0.33% +1,194 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,993 $966K 0.46% -48 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,992 $966K 0.68% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. 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More: the full row for First Horizon Advisors, Inc. 2,901 $937K 0.02% +222 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,898 $935K 0.23% +15 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,890 $933K 0.02% +1,661 13F-HR/A Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,886 $931K 0.4% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,867 $925K 0.1% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,836 $915K 0.02% +926 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,829 $913K 0.31% -672 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Confluence Wealth Services, Inc. 2,817 $909K 0.05% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,812 $907K 0.3% +38 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,806 $906K 0.04% +382 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,796 $902K 0.07% +1,300 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,793 $901K 0.68% -40 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,780 $897K 0.48% -66 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,771 $894K 0.01% +46 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,746 $886K 0.01% -67 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,706 $873K 0.23% +1,600 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,704 $873K 0.02% +62 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,704 $873K 0.34% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,702 $872K 0.01% +2,446 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,702 $872K 0.46% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,701 $872K 0.1% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,701 $872K 0.13% +7 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,700 $871K 0.08% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,693 $869K 0.02% +7 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,683 $866K 0.02% +36 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,678 $864K 0.04% -585 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 2,666 $860K 0.47% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,648 $855K <0.01% +444 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,638 $851K 0.28% +449 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,637 $851K 0.44% -842 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,629 $849K 0.19% +61 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,608 $842K 0.07% -622 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,589 $836K 0.08% +1,511 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,463 $834K 0.03% +1,349 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,564 $828K 0.03% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,556 $825K 0.51% +2,527 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,555 $825K 0.04% -1,024 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,541 $820K 0.15% +745 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,526 $815K 0.05% +417 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,514 $811K 0.02% +52 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 2,507 $809K <0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,499 $807K 0.04% +419 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,492 $804K 0.02% +207 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,465 $796K 0.12% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,459 $794K 0.03% -79 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,457 $793K 0.35% -262 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Blue Trust, Inc. 2,396 $773K 0.01% +15 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,386 $770K 0.15% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,383 $769K 0.05% +248 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,373 $766K 0.1% -202 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,372 $766K 0.07% -854 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,371 $765K 0.56% -538 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,371 $765K 0.14% +126 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,356 $760K 0.04% -101 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,452 $755K 0.27% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,337 $754K 0.02% -374 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,337 $754K 0.01% +851 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,332 $753K 0.1% +263 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,330 $752K 0.2% +166 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,324 $750K 0.59% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,322 $750K 0.03% +243 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 2,305 $744K 0.06% +152 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,268 $742K 0.02% +826 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,300 $742K 0.09% +218 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,297 $741K 0.05% +278 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,302 $741K 0.39% +852 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,296 $741K 0.02% -13,852 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,288 $738K 0.08% -251 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,280 $736K 0.53% -3,084 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,262 $730K 0.02% +858 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,244 $724K 0.05% +50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,239 $723K 0.31% +617 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,280 $722K -1,407 Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 2,208 $713K 0.51% 0 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,199 $710K 0.34% +1,594 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,194 $708K 0.02% -281 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 2,185 $705K 0.18% +483 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,189 $704K 0.06% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,179 $703K 0.03% 0 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,177 $702K 0.01% +444 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,176 $702K 0.6% +187 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,171 $701K 0.03% +780 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,166 $699K 0.02% +241 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,149 $694K 0.06% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,153 $692K 0.37% +489 13F-HR Timeline Etesian Wealth Advisors, Inc. 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Prosperity Capital Advisors 2,102 $678K 0.04% +369 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,099 $677K 0.04% +172 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,096 $677K 0.09% +382 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,081 $672K +771 Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,076 $670K 0.01% +1,059 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,067 $667K 0.25% +1 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,063 $666K 0.37% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,060 $665K 0.07% +148 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,059 $665K 0.35% +57 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,050 $662K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,047 $661K 0.09% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,043 $659K 0.05% -177 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,041 $659K 0.09% -14 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,030 $655K 0.02% +455 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,028 $655K 0.04% -70 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,025 $653K 0.03% -74 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,017 $651K 0.02% -81 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 2,017 $651K 0.06% +36 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,005 $647K 0.32% +575 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,001 $646K 0.12% +97 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 2,000 $646K 0.12% -4,000 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 2,000 $646K 0.43% -400 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,999 $645K 0.28% -3 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,998 $645K 0.1% +426 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,996 $644K 0.2% +32 13F-HR Timeline KLCM Advisors, Inc. 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More: the full row for First Command Advisory Services, Inc. 1,909 $616K 0.01% +130 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,908 $616K 0.03% +10 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,902 $614K 0.05% +58 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,900 $613K 0.02% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,872 $604K 0.31% -109 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,864 $602K 0.07% -74 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,246 $601K 0.08% new 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 1,863 $601K 0.09% -280 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,861 $601K 0.2% +776 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,858 $600K 0.05% +274 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,849 $597K 0.29% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,846 $596K 0.12% +52 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,840 $594K 0.07% +2 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,835 $592K 0.08% +391 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,831 $591K 0.01% +399 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,826 $589K 0.03% +79 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,815 $586K 0.08% -7 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,810 $584K 0.08% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,808 $584K 0.2% +30 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,792 $578K 0.19% +229 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,789 $577K 0.43% -20 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,780 $575K 0.02% -192 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,776 $573K 0.03% +402 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,775 $573K 0.32% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,773 $572K 0.07% +28 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,769 $571K 0.06% +81 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,769 $571K 0.09% +45 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,759 $568K 0.1% new 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,752 $565K 0.15% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,749 $565K 0.02% +133 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,739 $561K 0.15% -351 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,724 $556K 0.17% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,716 $554K 0.17% +187 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,700 $549K 0.45% -40 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,703 $547K 0.17% +280 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,689 $545K <0.01% +396 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,679 $542K 0.13% +165 13F-HR/A Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,676 $541K 0.06% +12 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,674 $540K 0.35% +4 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,673 $540K 0.08% -412 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,680 $540K 0.28% +152 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,665 $537K <0.01% +1,342 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,658 $535K 0.03% 0 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 1,650 $532K 0.54% -7 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,649 $532K 0.19% 0 13F-HR Timeline Group Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,659 $531K 0.01% -3,715 13F-HR Timeline Kera Capital Partners, Inc. 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