Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,459 $2.09M 0.69% +123 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,439 $2.08M 1.38% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,435 $2.08M 0.22% -109 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,431 $2.08M 0.13% -1,054 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 4,387 $2.06M 1.37% +140 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,369 $2.05M 0.16% -7 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,362 $2.04M 0.32% -52 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,345 $2.04M 0.75% +4 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,341 $2.03M 0.07% +16 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,328 $2.03M 0.28% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,210 $2.02M 0.07% +279 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,255 $1.99M 0.38% +56 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,252 $1.99M 1.75% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,227 $1.98M 0.06% -161 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,227 $1.98M 0.03% -41 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,210 $1.97M 0.12% +32 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,202 $1.97M 0.02% +447 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 4,200 $1.97M 0.91% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,176 $1.96M 0.06% +1,028 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,669 $1.95M 0.42% +190 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,150 $1.95M 0.02% -4,248 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,149 $1.95M 0.15% -137 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,141 $1.94M 1.12% +16 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,136 $1.94M 0.51% +88 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,125 $1.93M 0.03% -2,541 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,123 $1.93M 0.52% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,109 $1.93M 0.07% -41 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,099 $1.92M 0.12% +228 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,095 $1.92M 0.18% +13 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,077 $1.91M 0.11% +508 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,075 $1.91M 1.34% -150 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,071 $1.91M 0.24% +146 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,067 $1.91M 0.67% +707 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,045 $1.9M 0.1% +292 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 4,038 $1.89M 1.05% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,030 $1.89M 0.41% -88 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,027 $1.89M 0.22% +173 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,027 $1.89M 0.52% -175 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,158 $1.88M 0.05% +229 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,997 $1.88M 0.87% -12 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,000 $1.88M 0.06% +780 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 4,000 $1.88M 0.44% new 13F-HR Timeline Capelight Capital Asset Management LP More: the full row for Capelight Capital Asset Management LP 4,000 $1.88M 1.86% 13F-HR/A Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 3,992 $1.87M 0.32% -1,492 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,987 $1.87M 0.01% +598 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,930 $1.84M 0.1% +298 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 3,929 $1.84M 0.26% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,862 $1.81M 0.14% -8 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,846 $1.8M 0.28% +2,195 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,839 $1.8M 0.82% -465 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 3,828 $1.79M 0.12% +1,877 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,780 $1.77M 0.02% +861 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,765 $1.76M 0.01% +177 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 3,762 $1.76M 1.62% -67 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,736 $1.75M 0.11% -33 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,719 $1.74M 0.03% +115 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,716 $1.74M 0.6% -50 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,713 $1.74M 0.06% +164 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,705 $1.74M 0.69% +200 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,695 $1.73M 0.12% +123 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,676 $1.72M 0.12% +92 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,671 $1.72M 0.07% +48 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,660 $1.72M 0.06% +1,159 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,627 $1.7M 0.46% 0 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,620 $1.7M 0.02% +165 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,617 $1.7M 0.23% -167 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,555 $1.69M 0.08% +1,032 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,607 $1.69M 0.08% -791 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,593 $1.68M 0.01% +827 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,591 $1.68M 0.42% +252 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,567 $1.67M 1.04% -80 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,570 $1.67M 0.09% -11 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,564 $1.67M 0.02% -31 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,561 $1.67M 0.2% +355 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,554 $1.67M 0.6% -5 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 3,497 $1.66M 0.05% -8,003 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,532 $1.66M 0.23% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,532 $1.66M 0.78% +80 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,515 $1.65M 0.01% +437 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,486 $1.64M 0.11% +484 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,500 $1.64M 1.28% +500 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,486 $1.63M 0.26% +11 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,486 $1.63M 0.32% -140 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,483 $1.63M 0.65% 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,451 $1.62M 0.17% -6 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,446 $1.62M 0.98% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,440 $1.61M 1.06% -66 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,435 $1.61M 0.07% -651 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,392 $1.59M 0.26% -208 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,374 $1.58M 0.02% -373 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,358 $1.57M 0.36% -120 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,356 $1.57M 0.13% -34 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,343 $1.57M 0.15% +207 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,328 $1.56M 0.13% +249 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,328 $1.56M 0.5% +103 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,323 $1.56M 0.52% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,401 $1.55M 0.03% +31 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,300 $1.55M 0.05% new 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 3,294 $1.54M 0.03% -577 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,256 $1.53M 0.1% +799 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,254 $1.53M 0.75% -46 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,237 $1.52M 0.14% -100 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,232 $1.52M 0.41% +256 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,217 $1.51M 1.38% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,206 $1.5M 0.05% +137 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,205 $1.5M 0.26% +77 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,202 $1.5M 0.57% -40 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 3,188 $1.49M 0.15% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,183 $1.49M 0.67% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,181 $1.49M 0.63% -260 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,177 $1.49M 0.6% +1,006 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 3,170 $1.49M 1.07% +59 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,169 $1.49M 0.02% +289 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,160 $1.48M 0.85% +9 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,160 $1.48M 0.85% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,108 $1.48M 1.37% -100 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,141 $1.47M 0.11% -11,133 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,138 $1.47M 0.26% +2 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,129 $1.47M 0.28% +362 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,114 $1.46M 1.71% +180 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,112 $1.46M 0.19% +13 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,094 $1.45M 1.01% -239 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,084 $1.45M 0.21% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,069 $1.44M 0.01% -371 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,065 $1.44M 0.02% +1,511 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,062 $1.44M 0.03% +230 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,046 $1.43M 0.13% +7 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 3,040 $1.43M 0.02% -13,301 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,038 $1.42M 0.35% -32 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,030 $1.42M 0.08% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3,000 $1.41M 0.63% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,001 $1.41M 1.61% -12 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,988 $1.4M 1.31% +64 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,972 $1.39M 0.02% +512 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,962 $1.39M 0.98% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,941 $1.38M 0.06% -650 13F-HR/A Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,932 $1.37M 1.37% +129 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,906 $1.36M 0.02% -237 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,843 $1.35M 0.05% +572 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,885 $1.35M 0.02% +40 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,840 $1.35M 0.09% -114 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 2,876 $1.35M 0.76% -1,791 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,872 $1.35M 0.34% -106 13F-HR Timeline TOBAM More: the full row for TOBAM 2,869 $1.34M 0.33% +2,708 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,865 $1.34M 0.06% +11 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,865 $1.34M 0.79% 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,859 $1.34M 0.13% +666 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,853 $1.34M 0.34% -263 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 2,850 $1.34M 0.96% +850 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,840 $1.33M 0.02% +56 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,836 $1.33M 0.57% +300 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,834 $1.33M 0.53% +1,000 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,829 $1.33M 0.1% +14 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,803 $1.31M 0.73% 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,801 $1.31M 0.23% +362 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,793 $1.31M 0.02% -5,998 13F-HR Timeline Group Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 2,766 $1.3M 1.35% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,762 $1.29M 0.05% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,751 $1.29M 0.17% -224 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,747 $1.29M 0.22% +1,262 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,739 $1.28M 0.03% +624 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,724 $1.28M 0.14% +47 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,714 $1.27M 0.29% -11 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,706 $1.27M 0.92% -1,144 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,705 $1.27M 0.08% +368 13F-HR/A Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,689 $1.26M -1,104 Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,674 $1.25M 1.11% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,672 $1.25M 0.31% -5 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,627 $1.25M 0.62% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,658 $1.25M 0.02% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,632 $1.23M 0.06% +198 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,626 $1.23M 0.17% +479 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,624 $1.23M <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,607 $1.22M 0.01% -450 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,600 $1.22M 0.06% +127 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,588 $1.21M 0.08% -74 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,579 $1.21M 0.05% -90 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,575 $1.21M 0.23% +300 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,575 $1.21M 0.73% -67 13F-HR/A Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,572 $1.21M 0.18% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,556 $1.2M 0.81% +187 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,545 $1.19M 0.33% -231 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 2,543 $1.19M 1.41% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,526 $1.18M 0.18% +140 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,525 $1.18M 0.04% +1,054 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,515 $1.18M 0.09% +94 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,500 $1.17M 0.22% -348 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,500 $1.17M 0.21% new 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,467 $1.16M 0.19% -49 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,464 $1.16M 0.61% +5 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,452 $1.15M 0.52% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,452 $1.15M 0.09% +52 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,438 $1.14M 0.07% +1,054 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,425 $1.14M <0.01% +238 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,420 $1.13M 0.07% +531 13F-HR Timeline LANARK FINANCIAL, INC. 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