Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,207 $1.91M 0.01% +3,334 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,206 $1.91M 0.65% +2,688 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 13,142 $1.9M 0.21% -3,452 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,100 $1.89M 0.1% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,649 $1.89M 0.01% +6,092 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,065 $1.89M 0.03% +923 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 12,995 $1.88M 0.28% -10,284 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 12,957 $1.87M 1.27% +433 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,264 $1.86M 0.02% +2,889 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,881 $1.86M 0.07% +1,311 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,844 $1.86M 0.03% new 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 12,838 $1.86M 1.34% +2,499 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 12,763 $1.84M 0.03% +4,070 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,721 $1.84M 0.05% +37 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 12,623 $1.82M 0.71% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 12,572 $1.82M 0.01% -188,134 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 12,564 $1.82M 0.5% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,453 $1.8M 0.19% -192 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,439 $1.8M 0.05% +417 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,351 $1.79M 0.02% +2,505 13F-HR Timeline Group RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 12,280 $1.78M 1.3% +5,590 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,252 $1.77M 0.04% -324 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 12,229 $1.77M 0.18% -800 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12,201 $1.76M 0.09% +11,601 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 12,075 $1.75M 0.22% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 12,040 $1.74M 0.54% +888 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,154 $1.74M 0.04% +11 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 12,018 $1.74M 1.24% +19 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 12,008 $1.74M 0.72% -695 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,953 $1.73M 0.05% +4,561 13F-HR/A Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,868 $1.72M 0.57% -9 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,860 $1.71M 0.17% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 11,835 $1.71M 0.75% -44 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,750 $1.7M 0.75% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,746 $1.7M 0.7% +1,788 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,728 $1.7M 0.02% +4,335 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 11,680 $1.69M 0.69% +148 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,600 $1.68M 0.05% 0 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 11,541 $1.67M 0.13% new 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 11,493 $1.66M 1.58% +637 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 11,464 $1.66M 0.58% +3,900 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,456 $1.66M 0.05% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,423 $1.65M 0.05% +101 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,388 $1.65M 0.99% -36 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 11,184 $1.62M 0.89% +4 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 11,151 $1.61M 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,150 $1.61M 0.04% -10,275 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 11,021 $1.59M 0.71% -7,064 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,880 $1.57M 0.03% +202 13F-HR/A Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 10,873 $1.57M 0.37% +6,996 13F-HR Timeline S&CO INC More: the full row for S&CO INC 10,835 $1.57M 0.1% +2,415 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,802 $1.56M 0.02% -740 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 10,735 $1.55M 0.03% +1,608 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,712 $1.55M 0.32% +810 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,710 $1.55M 0.15% +1,610 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 10,691 $1.55M 0.27% -3,012 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 10,690 $1.55M 0.07% -2,121 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,653 $1.54M +1,273 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,485 $1.52M 0.01% +652 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 10,469 $1.51M 0.78% +2,004 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 10,410 $1.5M 1.07% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,397 $1.5M 0.03% +501 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 10,391 $1.5M 0.71% +706 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,289 $1.5M 0.03% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 10,331 $1.49M <0.01% +56 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 10,280 $1.49M 0.01% 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,218 $1.48M 0.1% -4,523 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 10,200 $1.47M 0.39% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 10,191 $1.47M 0.2% -420 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 10,175 $1.47M 1.76% -1,444 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 10,725 $1.46M 0.73% -592 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,869 $1.43M 0.16% +193 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,436 $1.43M 0.08% +1,474 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,838 $1.42M 0.07% +2,093 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,808 $1.42M 0.5% -401 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,698 $1.4M 0.16% +327 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,658 $1.4M 0.05% +2,248 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,602 $1.39M 0.02% -17,784 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,578 $1.38M 0.3% -9,212 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 9,533 $1.38M 0.1% -5,937 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,496 $1.37M 0.02% -11,797 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 9,485 $1.37M 0.75% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,479 $1.37M 0.06% +410 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,454 $1.37M 0.11% -116,175 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,437 $1.36M 0.05% -334 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,432 $1.36M 0.96% -1,063 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 9,417 $1.36M 0.32% +850 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,400 $1.36M 0.11% -295 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 9,390 $1.36M 0.35% -1,592 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,368 $1.35M 0.15% -210 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,361 $1.35M 0.09% +42 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,848 $1.35M 0.21% -794 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,303 $1.34M 0.13% +1,681 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,286 $1.34M 0.32% +64 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,186 $1.33M 0.02% +31 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,084 $1.31M 0.02% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9,075 $1.31M 0.21% +285 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,069 $1.31M 0.1% -187 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 9,013 $1.3M 0.02% +1,193 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,007 $1.3M 0.01% +436 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 9,000 $1.3M 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,311 $1.3M +332 Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,931 $1.29M 0.05% -110 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,846 $1.28M 0.02% +34 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 8,805 $1.27M 0.37% +428 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 8,800 $1.27M 1.41% -4,400 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,800 $1.27M 0.17% -5,106 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,702 $1.26M 0.51% 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 8,647 $1.25M 1.07% 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,541 $1.23M 0.57% -5,250 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8,528 $1.23M 0.95% -665 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,513 $1.23M 0.25% +1,775 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 8,510 $1.23M 0.28% +1,547 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,504 $1.23M 0.48% -848 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,501 $1.23M 0.18% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 9,228 $1.23M 0.19% -17,814 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,338 $1.21M 0.06% -106 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,305 $1.2M 0.04% -2 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,260 $1.19M 0.15% +175 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,326 $1.19M 0.04% +2,127 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 8,216 $1.19M 0.24% -185 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,208 $1.19M 0.11% -969 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,154 $1.18M 0.27% +415 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,144 $1.18M 0.36% +585 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 8,043 $1.16M 0.38% +1,478 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 8,022 $1.16M 0.14% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,000 $1.16M 0.13% +500 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,966 $1.15M 0.08% +465 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 7,957 $1.15M 0.11% -75 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 7,879 $1.14M 0.74% +1,437 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,873 $1.14M 0.04% +590 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,852 $1.14M 0.18% +72 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,851 $1.14M 0.44% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,840 $1.13M 0.37% +1,865 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,818 $1.13M 0.08% +4,615 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,807 $1.13M 0.06% +1,687 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,780 $1.12M 0.1% -298 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,760 $1.12M 0.13% -700 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,653 $1.11M 0 Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,567 $1.09M 0.01% +1,074 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,556 $1.09M 0.01% +5,129 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,488 $1.08M 0.4% -1,898 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 7,457 $1.08M 0.22% -3,510 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,429 $1.07M 0.04% -1,229 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,375 $1.07M 0.16% -100 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,367 $1.07M 0.01% +1,460 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,346 $1.06M 0.19% -8,730 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,263 $1.05M 0.01% -1,261 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,260 $1.05M 0.06% -300 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,205 $1.04M 0.06% +2,711 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,177 $1.04M 0.02% +889 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,167 $1.04M 0.06% -7,823 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,128 $1.03M 0.14% -1,365 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,078 $1.02M 0.13% +583 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,076 $1.02M 0.11% -60 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,817 $1.01M 0.01% +156 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 6,965 $1.01M 0.69% +225 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,964 $1.01M 0.04% +3,559 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 6,909 $999K +633 Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,887 $996K 0.1% -1,243 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,854 $991K 0.1% +522 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 6,839 $989K 0.61% +36 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,790 $982K 0.02% +928 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,775 $979K 0.02% +666 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,721 $972K 0.48% -413 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,713 $970K 0.01% -3,166 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,710 $970K 0.06% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,706 $969K 0.24% +186 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,630 $958K 0.05% +564 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,628 $958K 0.12% -1,543 13F-HR/A Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,606 $955K 0.15% +20 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,605 $955K 0.21% +814 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,585 $952K 0.04% +751 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 6,951 $949K 0.58% +70 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,541 $946K 0.05% -2,294 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,487 $938K 0.17% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 6,443 $931K 0.47% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,443 $931K 0.08% -201 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 6,441 $931K 0.04% -320 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,204 $930K 0.03% +700 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,367 $920K 0.05% +159 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,322 $914K 0.28% -23 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 6,254 $904K 0.02% +2,840 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,250 $904K 0.07% +435 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,216 $899K 0.01% -403 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,211 $898K 0.02% +3,256 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,160 $891K 0.01% +866 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,147 $889K 0.06% +2,629 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,133 $887K 0.15% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,078 $879K 0.02% +424 13F-HR/A Timeline Legacy Financial Advisors, Inc. 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