Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,840 $7.26M 0.42% +3,468 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,824 $7.25M 0.51% +92 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,842 $7.25M 0.19% +1,867 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,821 $7.24M 0.2% +198 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,819 $7.24M 8.21% -660 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 7,818 $7.24M 3.38% -75 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,810 $7.23M 0.07% +293 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 7,802 $7.22M 2.12% +151 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,786 $7.21M 0.29% +25 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,772 $7.19M 0.46% -87 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,748 $7.17M 0.25% -55 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 7,710 $7.14M 0.93% +9 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 7,696 $7.12M 0.83% +153 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,213 $7.11M 0.96% -164 13F-HR/A Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,658 $7.09M 0.39% -19 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,647 $7.08M 0.17% -421 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 7,691 $7.06M 0.16% +3,061 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,612 $7.04M 1.9% +75 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,610 $7.04M 0.31% -17 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,609 $7.04M 2.51% +50 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 7,658 $7.03M 0.07% -16,353 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 7,589 $7.02M 1.92% -586 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 7,582 $7.02M 2.62% -13 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 7,549 $6.99M 3.24% -1,049 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,528 $6.97M 2.12% -85 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,521 $6.96M 0.41% -1,308 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 7,517 $6.94M 3.36% +48 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 7,495 $6.94M 1.3% -430 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,482 $6.93M 0.03% -111 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 7,480 $6.92M 0.03% 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,479 $6.92M 1.28% -103 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7,433 $6.88M 1.85% -151 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,431 $6.88M 0.6% -68 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 7,421 $6.87M 1.37% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,419 $6.87M 0.36% +103 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 7,396 $6.85M 4.95% -8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,397 $6.84M 0.37% -139 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,359 $6.81M 0.65% -8 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,331 $6.79M 0.13% -341 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,327 $6.78M 0.56% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,325 $6.78M 0.83% -257 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,302 $6.76M 0.08% +287 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,295 $6.75M 0.04% -2,736 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,290 $6.75M 0.35% +260 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,288 $6.75M 0.79% -41 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,276 $6.73M 0.16% -1,273 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 7,274 $6.73M 3.75% -1,187 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,270 $6.73M 0.4% -1,313 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,335 $6.73M 0.42% +1,330 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,229 $6.69M 1.95% -212 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,004 $6.69M 0.17% -17 13F-HR/A Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,216 $6.68M 0.4% -3,367 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 7,212 $6.68M 3.27% -246 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 7,190 $6.66M 0.28% +2,645 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,163 $6.63M 0.82% +18 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,156 $6.62M 0.24% +771 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 7,140 $6.61M 4.53% -2,108 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,069 $6.57M 1.35% +1,041 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 7,086 $6.56M 2.11% -340 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,073 $6.55M 0.69% +975 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,066 $6.54M 1.12% -555 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,020 $6.53M 2.19% -35 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,017 $6.5M 2.36% +2,705 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 7,004 $6.48M 2.19% +579 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 7,000 $6.48M 2.27% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,999 $6.48M 0.44% +107 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 6,995 $6.48M 1.68% +4,026 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 6,978 $6.46M 0.29% -344 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,971 $6.45M 1.32% -162 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,952 $6.43M 1.15% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,942 $6.43M 0.75% -6 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,933 $6.42M 3.08% -73 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 6,930 $6.41M 2.79% -443 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,925 $6.41M 1.83% +40 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,923 $6.41M 1.07% +181 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 6,919 $6.4M 0.36% +1,801 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,919 $6.4M 2.16% -182 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,901 $6.39M 1.56% -93 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,893 $6.38M 1.51% -112 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,882 $6.37M 0.53% +1,097 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,875 $6.36M 0.97% +457 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,862 $6.35M 0.35% +3 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,860 $6.35M 0.86% +92 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,856 $6.35M 0.28% -109 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 6,818 $6.31M 3.26% +82 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 6,810 $6.3M 0.67% +1,250 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 6,807 $6.3M 1.08% -12 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 6,805 $6.3M 0.24% -2,127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossmore Private Capital More: the full row for Rossmore Private Capital 6,803 $6.3M 0.68% +108 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,798 $6.29M 0.42% -50 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 6,780 $6.28M 0.69% -420 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,780 $6.28M 0.07% -52 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,822 $6.27M 2% -102 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,756 $6.25M 1.25% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,751 $6.25M 0.8% +2,487 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 6,750 $6.25M 0.34% +5,750 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,715 $6.22M 0.51% -139 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,710 $6.21M 0.18% -389 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,704 $6.21M 0.53% +82 13F-HR Timeline Group EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 6,702 $6.2M 0.8% +233 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,687 $6.19M 2.85% -33 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 6,687 $6.19M 1.35% -806 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,685 $6.19M 0.54% +778 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,673 $6.18M 0.12% +997 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,666 $6.17M 0.65% -82 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,662 $6.17M 1.68% +80 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,758 $6.16M 1.42% +200 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,639 $6.15M 0.18% -187 13F-HR Timeline Group American Trust More: the full row for American Trust 6,633 $6.14M 0.52% -123 13F-HR Timeline STF Management LP More: the full row for STF Management LP 6,632 $6.14M 2.28% -138 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,616 $6.12M 1.59% +26 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 6,612 $6.12M 2.02% -275 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,607 $6.12M 0.4% +28 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,597 $6.11M 0.77% -1,618 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,572 $6.08M 2.92% -182 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,549 $6.06M 0.29% -936 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 6,537 $6.05M 4.19% +213 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 6,511 $6.03M 2.19% +1,973 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,510 $6.03M 0.23% -1,468 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,554 $6M 1.23% -85 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,471 $5.99M 1.04% -6,034 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,466 $5.99M 1.03% -198 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,437 $5.96M 0.62% +209 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,433 $5.96M 0.26% -20 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,413 $5.94M 0.2% -107 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,410 $5.93M 0.28% +1,046 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,409 $5.93M 0.53% +1,105 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,407 $5.93M 0.03% -253 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 6,407 $5.93M 1.59% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,400 $5.92M 0.19% 0 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 6,393 $5.92M 0.9% -1,699 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 6,377 $5.9M 3.43% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,411 $5.9M 0.52% +811 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 6,372 $5.9M 2.87% +250 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,371 $5.9M 1.4% -3,424 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,369 $5.9M 1.18% -5 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 6,363 $5.89M 4.34% -200 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 6,349 $5.88M 0.02% 0 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,339 $5.87M 0.6% -704 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,332 $5.86M 0.99% -127 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,325 $5.86M 0.82% -321 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,322 $5.85M 1.16% +214 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 6,312 $5.84M 1.71% -15 13F-HR Timeline CTC LLC More: the full row for CTC LLC 6,308 $5.84M 0.24% -120 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,304 $5.84M 0.19% -27 13F-HR Timeline WS MANAGEMENT LLLP More: the full row for WS MANAGEMENT LLLP 6,285 $5.82M 0.89% 0 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 6,282 $5.81M 0.42% +38 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 6,281 $5.81M 1.9% +29 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,266 $5.8M 0.57% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,264 $5.8M 0.48% +348 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,259 $5.79M 0.52% +516 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,256 $5.79M 0.61% -1,494 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,256 $5.79M 0.46% -1,796 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,242 $5.78M 2.42% +104 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,238 $5.77M 1.98% -20 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,227 $5.76M -196 Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,221 $5.76M 3.59% +824 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,294 $5.76M 0.21% +165 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,215 $5.75M 0.19% +419 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 6,198 $5.74M 2.86% +1,340 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,179 $5.72M 0.32% +735 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 6,176 $5.72M 0.86% +45 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,175 $5.72M 2.14% +3,535 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,167 $5.71M 0.28% +101 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,148 $5.69M 0.34% +217 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,142 $5.69M 0.15% +196 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 6,113 $5.69M 1.91% +19 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,120 $5.66M +542 Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 6,119 $5.66M 2.4% +1,345 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 6,118 $5.66M 0.39% +413 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,110 $5.66M 0.42% -4,576 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,153 $5.65M 0.69% -13,429 13F-HR Timeline United Bank More: the full row for United Bank 6,094 $5.64M 1.96% +248 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,090 $5.64M 0.8% +100 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,068 $5.62M 1.08% +200 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,064 $5.61M 0.38% +65 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,048 $5.6M 0.34% +357 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,041 $5.59M 2.15% +105 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,032 $5.58M 2.21% +7 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,032 $5.58M 1.58% +1,637 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,029 $5.58M 0.91% new 13F-HR Timeline TFR Capital, LLC. 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