Black Swift Group, LLC More: the full row for Black Swift Group, LLC 77,950 $1.34M 0.24% -107,580 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 77,933 $1.34M 0.05% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 77,859 $1.34M 0.14% +220 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 77,665 $1.33M 0.02% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 76,500 $1.31M 0.09% +10,000 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 76,112 $1.31M 0.61% +10,242 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 75,627 $1.3M 0.09% -1,480 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 75,505 $1.3M 0.47% +884 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 75,184 $1.29M 0.02% -1,039 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 75,000 $1.29M 0.3% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 74,434 $1.28M 0.83% -5,004 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 74,000 $1.27M 0.49% +9,000 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 73,962 $1.27M 0.09% +2,111 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 73,545 $1.26M 0.07% +433 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 73,500 $1.26M 0.19% +41,500 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 73,478 $1.26M 0.12% +1,202 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 73,225 $1.26M 0.69% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 70,993 $1.22M 0.01% -32,407 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 70,750 $1.21M 0.13% +2,500 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 70,195 $1.2M 0.05% -85,414 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 70,182 $1.2M 0.05% -24,047 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 70,175 $1.2M 0.03% +919 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 70,332 $1.19M 0.73% -1,931 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 69,600 $1.19M 0.96% +2,800 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 69,452 $1.19M 0.88% +9,354 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 66,826 $1.18M 0.03% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 68,871 $1.18M 0.01% -13,512 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 68,724 $1.18M 0.22% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 68,428 $1.17M 0.17% -1,500 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 68,243 $1.17M 0.13% -19,046 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 68,223 $1.17M 0.04% +5,276 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 67,968 $1.17M 0.1% -351 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 67,895 $1.17M 0.28% -14 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 66,844 $1.15M 0.09% +3,410 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 66,545 $1.14M 0.02% +35 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 65,958 $1.13M 0.02% +1,711 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 65,538 $1.12M 0.17% -7,267 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 65,110 $1.12M 0.04% -1,369 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 65,057 $1.12M 0.2% +17,656 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 64,775 $1.11M 0.35% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 66,100 $1.11M 0.15% +2,200 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 64,366 $1.1M 0.14% +900 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 64,316 $1.1M 1.63% +6,540 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 64,305 $1.1M 0.01% -3,794 13F-HR Timeline Group Senator Investment Group LP More: the full row for Senator Investment Group LP 64,203 $1.1M 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 64,000 $1.1M 0.25% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 63,778 $1.09M 0.04% +929 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 63,030 $1.08M 0.09% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 62,428 $1.07M +23,131 Timeline PFG Advisors More: the full row for PFG Advisors 61,431 $1.05M 0.04% +1,242 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 61,350 $1.05M 0.08% +5,250 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 60,809 $1.04M 0.28% +3,676 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 60,486 $1.04M 0.19% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 60,131 $1.03M 0.19% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 60,000 $1.03M 0.25% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 59,671 $1.02M 0.09% +530 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 59,544 $1.02M 0.02% +28,356 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 59,035 $1.01M 0.05% -2,042 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 59,029 $1.01M 0.15% +288 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 58,886 $1.01M 0.32% +1,183 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 58,774 $1.01M 0.72% +7,900 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 57,686 $990K 0.52% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,320 $984K 0.02% +15,321 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 56,873 $976K 0.07% -16,498 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 56,776 $974K <0.01% +3,872 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 55,586 $954K 0.04% -7,000 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 55,552 $953K <0.01% -1,977 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 55,090 $945K 0.02% -12,974 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 54,984 $944K 0.33% +894 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 54,712 $939K 0.13% +19,054 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 54,553 $936K 0.01% +3,634 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 53,637 $920K 0.06% +10,878 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 53,327 $915K 0.01% -14,878 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 52,838 $907K 0.01% +1,300 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 52,554 $902K 0.04% +738 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 52,036 $893K 0.31% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 52,824 $891K 0.06% +3 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 51,779 $889K 0.03% -2,023 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 51,401 $882K <0.01% 0 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 51,367 $881K 0.07% +42 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 48,488 $879K 0.75% -7,000 13F-HR/A Timeline Corsicana & Co. More: the full row for Corsicana & Co. 51,040 $876K 0.49% 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 51,425 $874K 0.14% -7,765 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 50,690 $870K 0.16% -10,938 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 50,545 $867K 0.03% +38,118 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 50,356 $864K 0.01% +499 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 50,287 $863K 0.13% +14 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 50,057 $859K 0.01% -4,668 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 49,852 $855K 0.66% -72 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 49,805 $855K 0.07% +3,338 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 49,140 $843K 0.23% -2,843 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49,072 $842K 0.03% -6,544 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 49,051 $842K 0.04% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 48,914 $839K 0.57% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 48,732 $836K 0.14% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 48,326 $829K 0.18% -1,974 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 48,195 $827K 0.02% -7,461 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 48,066 $825K 0.48% +1,982 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 48,055 $825K 0.09% +1,580 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 47,863 $821K 0.01% +15,495 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 47,839 $821K 0.18% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 47,800 $820K 0.13% -2,304 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 47,712 $819K 0.09% -5,365 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 47,517 $815K 0.05% +48 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 47,410 $814K 0.01% +18,088 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 47,376 $813K 0.04% -27 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 47,159 $809K 0.08% +132 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 47,130 $809K 0.12% +4,373 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 47,034 $807K 0.12% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 47,000 $807K 0.03% -300 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 46,875 $804K 0.1% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 46,695 $801K 0.02% +20,000 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 46,531 $798K 0.05% -89 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 46,470 $797K 0.03% +5,002 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 45,977 $789K 0.01% +113 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 45,952 $789K 0.01% +1,323 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 45,816 $786K 0.67% -220 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 45,815 $786K 0.49% +28,880 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 45,757 $785K 0.09% +3,077 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 44,560 $765K 0.02% +5,142 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 44,422 $762K 0.15% +2,900 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 44,218 $759K 0.37% -1,920 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 43,753 $751K 0.05% -251 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 43,386 $745K 0.23% +2,300 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 43,004 $738K 0.29% +473 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 42,886 $736K 0.06% -5,099 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 42,512 $730K 0.05% +3,623 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 42,414 $728K 0.11% +37 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 43,135 $727K 0.15% +10 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 42,324 $726K 0.01% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 41,905 $719K 0.06% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 41,689 $715K 0.14% +485 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 41,543 $713K 0.06% +2,000 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 41,410 $711K 0.06% -33,603 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 41,402 $710K 0.05% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 41,350 $710K 0.01% +2,158 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 41,302 $709K 0.19% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 41,000 $704K 0.27% -4,500 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 40,979 $703K 0.06% +12,000 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 40,927 $702K 0.09% +8,620 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 40,800 $699K <0.01% +6,400 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 40,760 $699K 0.12% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 40,500 $695K 0.4% +15,000 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 40,448 $694K 0.04% +133 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 40,414 $694K 0.01% -11,120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 40,379 $693K 0.05% -223 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 39,969 $686K 0.2% -5,625 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 39,920 $685K 0.08% +1,455 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 39,845 $685K 0.01% 0 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 39,840 $684K 0.05% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 39,585 $679K 0.01% +644 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 39,540 $679K 0.01% +12,318 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 39,450 $677K 0.1% +2,949 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 40,274 $675K 0.06% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 39,213 $673K 0.08% -1,500 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 39,156 $672K 0.22% +725 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 38,898 $667K 0.48% +1,953 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 38,848 $667K 0.02% -9,750 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 38,653 $663K 0.04% -173 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 38,572 $662K 0.18% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 38,320 $658K 0.28% +10,480 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 38,263 $657K 0.63% -3,739 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 38,072 $653K 0.1% +33 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 38,014 $652K 0.04% -161 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 38,594 $648K 0.12% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 37,705 $647K 0.05% +10,046 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 37,478 $643K 0.04% -1,026 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 37,180 $638K 0.33% 0 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 37,068 $636K new Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 36,894 $633K 0.02% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 36,791 $631K 0.2% +689 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 36,649 $629K 0.52% -423 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36,503 $626K 0.03% +3,715 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 36,472 $626K 0.24% -12,737 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 36,324 $623K 0.51% +1,113 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 35,824 $615K 0.24% -6,704 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 35,519 $610K 0.08% -396 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 35,126 $603K 0.11% -1,427 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 35,097 $602K 0.09% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 35,000 $601K 0.06% +25,000 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 34,954 $600K 0.16% -5,415 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 46,308 $596K 0.17% +12,292 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 34,704 $596K 0.11% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 34,376 $590K 0.04% +725 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 34,350 $589K 0.15% +863 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 34,165 $586K 0.06% +6 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 34,057 $584K 0.02% +2,375 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 34,000 $583K 0.09% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 33,514 $575K 0.23% +7,562 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 33,425 $574K 0.14% -4,000 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 33,268 $571K 0.03% -1,061 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 33,215 $570K 0.01% +560 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 32,979 $566K 0.03% +4,435 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 33,988 $563K 0.2% +32 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 32,755 $562K 0.05% -1,000 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 32,691 $561K 0.11% -542 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 32,447 $556K <0.01% -13,628 13F-HR Timeline Group Cannon Advisors, Inc. 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