Warberg Asset Management LLC More: the full row for Warberg Asset Management LLC 5,001 $424K 0.1% new 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 5,000 $424K 0.14% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,000 $424K 0.1% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,972 $422K <0.01% -481 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,325 $419K 0.21% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,920 $417K 0.01% -539 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,870 $413K 0.38% -974 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,869 $413K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,849 $411K 0.03% +1,148 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,831 $410K 0.02% -689 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,809 $408K 0.02% -1,515 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,735 $402K 0.03% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,725 $401K +50 Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,721 $400K 0.35% -12 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,713 $400K 0.01% -23,268 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,665 $396K 0.23% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,613 $391K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,611 $391K <0.01% -564 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,608 $391K 0.02% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,600 $390K 0.08% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,590 $389K 0.07% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,559 $387K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,559 $387K 0.01% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,548 $386K 0.03% -330 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,538 $384K 0.07% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,092 $380K 0.2% -1,500 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,119 $377K 0.09% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,445 $377K 0.01% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,424 $375K 0.17% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,419 $375K 0.13% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,393 $373K 0.01% +150 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,305 $365K 0.01% +857 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,255 $361K 0.02% -1,175 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,250 $361K 0.05% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,235 $359K 0.07% -3,376 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,205 $357K 0.13% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,203 $357K 0.09% -53 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,198 $356K <0.01% new 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,197 $356K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,194 $356K 0.03% -1,287 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,172 $354K 0.1% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,173 $354K 0.05% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,161 $353K 0.06% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 4,135 $351K 0.18% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,118 $349K 0.03% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 3,690 $346K 0.15% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,060 $344K 0.12% -20 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,050 $344K 0.09% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,046 $343K 0.02% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,041 $343K 0.11% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 4,040 $343K 0.16% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,038 $343K 0.16% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,037 $342K 0.09% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,027 $342K 0.21% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,021 $341K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,600 $340K 0.03% -330 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,010 $340K 0.01% -1,244 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,000 $339K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,610 $335K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,950 $335K 0.04% -145 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,949 $335K 0.06% -336 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,888 $330K 0.04% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,880 $329K 0.27% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,865 $328K 0.02% -85 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,845 $326K <0.01% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,837 $325K 0.06% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,919 $325K 0.06% -1 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,819 $324K 0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,786 $321K 0.02% -100 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,785 $321K 0.08% -417 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,774 $320K 0.16% -3,774 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,741 $317K 0.03% -1,614 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,740 $317K 0.08% +58 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,733 $317K 0.09% -42 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,729 $316K 0.04% -1,000 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,722 $316K 0.13% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,719 $315K 0.04% -137 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 3,700 $314K 0.12% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,683 $312K 0.01% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,657 $310K 0.05% -83 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,657 $310K 0.06% +126 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,647 $309K 0.16% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,640 $309K 0.03% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,596 $305K <0.01% -15 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,584 $304K 0.22% -273 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,561 $302K 0.03% -130 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,535 $300K 0.03% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,523 $299K 0.05% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,260 $299K 0.14% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,495 $296K 0.06% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 3,466 $294K 0.24% -7 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,449 $293K 0.09% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,428 $291K 0.01% new 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,415 $290K 0.03% +105 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,408 $289K <0.01% -816 13F-HR Timeline Group Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,400 $288K 0.32% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,392 $288K 0.06% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,361 $285K 0.11% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,335 $283K 0.82% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,310 $281K 0.04% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,305 $280K 0.13% -450 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,300 $280K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,295 $280K 0.05% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,285 $279K 0.08% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,251 $276K <0.01% -216 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,227 $274K 0.01% -93 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,223 $273K 0.01% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,215 $273K 0.05% -25 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,210 $272K 0.01% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,185 $270K 0.08% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,182 $270K 0.11% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,167 $269K 0.03% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,164 $268K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,152 $267K 0.02% -245 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,144 $267K 0.03% +944 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,107 $264K 0.04% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,106 $263K 0.15% -59 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,067 $260K 0.03% new 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,033 $257K 0.05% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,033 $257K 0.01% new 13F-HR Timeline Group Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,032 $257K 0.18% -254 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,004 $255K 0.05% new 13F-HR/A Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,980 $253K 0.32% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,970 $252K 0.01% +221 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,969 $252K 0.11% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,958 $251K 0.14% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,950 $250K <0.01% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,949 $250K 0.02% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,811 $248K 0.1% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,921 $248K 0.04% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,907 $247K 0.07% -2,314 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,905 $246K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,900 $246K <0.01% 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,900 $246K 0.08% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 2,895 $246K 0.13% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,884 $245K 0.02% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,863 $243K 0.04% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,859 $243K 0.01% -492 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,880 $241K 0.03% -820 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,824 $240K 0.07% -349 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,804 $238K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,788 $237K 0.03% -4,927 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 2,764 $234K 0.09% 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,752 $233K 0.14% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,741 $233K 0.04% +23 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,737 $232K 0.11% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,732 $232K 0.07% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,725 $231K 0.04% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,714 $230K 0.02% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,710 $230K 0.16% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,697 $229K 0.01% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,670 $226K 0.07% 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,655 $225K 0.12% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,651 $225K 0.15% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,648 $225K 0.09% new 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 2,646 $224K 0.18% -139 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,643 $224K 0.02% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,621 $222K 0.1% new 13F-HR Timeline Group Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,616 $222K 0.08% new 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,612 $222K 0.02% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 2,610 $221K 0.08% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,603 $221K 0.13% new 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,601 $221K 0.13% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,600 $221K 0.01% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,600 $221K 0.07% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,600 $221K 0.13% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,596 $220K 0.08% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,588 $220K 0.04% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,586 $219K 0.01% new 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,568 $218K 0.02% new 13F-HR/A Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,565 $218K 0.13% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,556 $217K 0.03% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,548 $216K 0.09% +1,048 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,540 $215K 0.06% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,536 $215K 0.02% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,517 $214K 0.1% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,515 $213K <0.01% -102 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,510 $213K 0.09% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,507 $213K 0.12% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,502 $212K <0.01% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,502 $212K 0.02% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,500 $212K 0.12% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,497 $212K 0.02% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,495 $212K 0.02% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,472 $210K 0.01% new 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 2,455 $208K 0.17% new 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,457 $208K 0.16% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,449 $208K 0.02% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,425 $206K 0.03% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,411 $205K 0.01% -1,360 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,400 $204K 0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,400 $204K 0.02% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,386 $202K <0.01% +125 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,300 $195K <0.01% -154 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,267 $192K <0.01% +20 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,250 $191K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,184 $185K 0.1% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,184 $185K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,003 $184K 0.13% -21 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,156 $183K <0.01% +838 13F-HR Timeline Group