Geneva Partners, LLC More: the full row for Geneva Partners, LLC 36,728 $14.6M 5.18% +1,203 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 36,167 $14.4M 5.37% +1,376 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 36,330 $14.4M 1.04% -4,284 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 36,160 $14.3M 0.37% -658 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36,051 $14.3M 0.48% +693 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 35,761 $14.2M 4.49% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 35,752 $14.2M 1.31% -95,113 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 35,740 $14.2M 1.16% +6,851 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 35,723 $14.2M 1.88% -709 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 35,688 $14.1M 1.04% -12,525 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 35,690 $14.1M 10.26% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 35,411 $14M 1.08% +4,487 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 35,230 $14M 0.66% +4,225 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 35,000 $13.9M 8% new 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 34,988 $13.9M 8.13% -3,865 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 34,952 $13.9M 2.34% -18 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 34,812 $13.8M 1.65% -65,737 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 34,646 $13.7M 9.22% +2,500 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 34,517 $13.7M 0.17% -1,234 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 34,372 $13.6M 10.3% -723 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 34,164 $13.5M 7.68% -966 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 34,134 $13.5M 0.41% +1,561 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 34,098 $13.5M 0.21% 0 13F-HR Timeline Group OMC Financial Services LTD More: the full row for OMC Financial Services LTD 33,962 $13.5M 5.02% -910 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,949 $13.5M 0.26% +2,092 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,827 $13.4M 0.29% +5,161 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 33,578 $13.3M 10.14% -154 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 33,524 $13.3M 0.46% +3,311 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 33,182 $13.2M -113,377 Timeline DDFG, Inc More: the full row for DDFG, Inc 33,153 $13.1M 2.88% -789 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 33,013 $13.1M 0.32% -4,608 13F-HR Timeline Group FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 33,007 $13.1M 9.72% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 32,988 $13.1M 0.23% -1,543 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 32,870 $13M 5.87% +3,314 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,433 $13M 0.16% +850 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 32,778 $13M 0.21% +6,151 13F-HR/A Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 32,700 $13M 1% +5,038 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 32,661 $12.9M 0.33% +5,388 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 32,588 $12.9M 3.56% +147 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 32,439 $12.9M 0.2% +2,010 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 32,432 $12.9M 3.79% -27 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 32,301 $12.8M 5.32% 13F-HR Timeline Knoll Capital Management, LLC More: the full row for Knoll Capital Management, LLC 32,000 $12.7M 5.82% 0 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 32,000 $12.7M 8.71% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 31,661 $12.5M 9.77% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 31,485 $12.5M 2.41% +322 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 31,384 $12.4M 6.42% +746 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 31,041 $12.3M 9.17% 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 30,849 $12.2M 5.03% -433 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 30,770 $12.2M 0.71% -226 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,755 $12.2M 0.72% +789 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 30,572 $12.1M 0.17% +7,023 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,529 $12.1M <0.01% +5,122 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 30,487 $12.1M 3.64% +14,368 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,434 $12.1M 0.4% -2,371 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 30,412 $12.1M 1.21% +1,521 13F-HR Timeline E20 Capital Ltd More: the full row for E20 Capital Ltd 30,323 $12M 4.34% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 30,301 $12M 0.44% +11,765 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 30,280 $12M 0.13% +2,684 13F-HR Timeline Group Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 30,109 $11.9M 1.38% -1,138 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 30,000 $11.9M 0.48% -2,296 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eagle Strategies LLC More: the full row for Eagle Strategies LLC 29,899 $11.8M 1.51% +2,225 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,832 $11.8M 0.23% +3,049 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 29,808 $11.8M 4.93% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 29,752 $11.8M 2.77% -613 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 29,702 $11.8M 1.06% +71 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,699 $11.8M 0.12% -1,633 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 29,521 $11.7M 0.01% -7,958 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 29,484 $11.7M 0.23% 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 29,079 $11.5M 4.05% -14,139 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 28,925 $11.5M 0.5% -10,638 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 28,670 $11.4M 0.21% -771 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 28,527 $11.3M 0.35% -660 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 28,443 $11.3M 3.19% -6,292 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 28,427 $11.3M 3.5% +49 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 28,418 $11.3M 4.95% 13F-HR Timeline DBA TRADING, LLC More: the full row for DBA TRADING, LLC 28,400 $11.3M 11.24% 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 28,357 $11.2M 2.54% -2,974 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 28,261 $11.2M 0.42% +722 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 28,228 $11.2M +9,163 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,151 $11.2M 0.02% +3,824 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 28,071 $11.1M 0.53% +16,409 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,940 $11.1M 0.13% -563 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 26,174 $11.1M 7.41% -1,366 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 27,861 $11M 0.88% +1,942 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27,853 $11M 0.27% +364 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 127,027 $11M 2.03% +126,458 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 27,747 $11M 4.34% +2,228 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 27,735 $11M 1.79% -46 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 27,723 $11M 0.36% +67 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 27,670 $11M 2.64% +2,769 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27,623 $10.9M 0.82% +6,740 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 27,609 $10.9M 1.37% -824 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 30,579 $10.9M 10.06% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 27,386 $10.9M 5.46% +219 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 27,360 $10.8M 0.56% +2,035 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27,307 $10.8M 0.68% -947 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 27,288 $10.8M 3.97% -979 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 27,148 $10.8M 0.13% +2,163 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26,974 $10.7M 2.33% -1,810 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 26,959 $10.7M 0.08% +7,804 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 26,717 $10.6M 11.05% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 26,549 $10.5M 0.31% +3,285 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 26,507 $10.5M 1.36% -1,265 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 26,451 $10.5M 0.74% -99 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 26,195 $10.4M 1.1% +1,849 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,103 $10.3M 0.52% -1,255 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 26,071 $10.3M +1,673 Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 26,040 $10.3M +8,577 Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 26,020 $10.3M 3.89% -1,526 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 25,932 $10.3M 0.75% +550 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 25,878 $10.3M 6.88% -383 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,801 $10.2M 0.06% -505 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24,645 $10.2M 0.11% +887 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 24,052 $10.2M 0.87% -3,001 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,659 $10.2M 0.48% +3,942 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 25,535 $10.1M 6.03% +932 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 25,486 $10.1M +767 Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 25,268 $10M 6.81% -5,733 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 25,250 $10M 0.1% -29,540 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,185 $9.98M 0.11% +1,091 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 25,169 $9.97M 1.62% -692 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 25,040 $9.92M 1.35% -1,235 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 24,988 $9.9M 3.9% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24,824 $9.84M 0.64% +3,908 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 24,631 $9.76M 2.17% -501 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,625 $9.76M 1.1% +771 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 24,344 $9.65M 0.34% 0 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 24,267 $9.62M 5% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 24,087 $9.55M 0.35% -1,349 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 24,007 $9.51M 0.91% -11,994 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 23,991 $9.51M 0.8% -2,100 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 23,938 $9.49M 0.3% +4,514 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 23,807 $9.43M 5.31% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 23,759 $9.42M 0.67% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23,757 $9.42M 4.12% -4,333 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 23,729 $9.4M 2.56% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 22,426 $9.29M 1.18% +15,656 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 23,379 $9.27M 2.68% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 23,012 $9.12M 5.35% -1,272 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,008 $9.12M 0.42% -1,770 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 22,970 $9.1M 0.49% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 22,943 $9.09M -711 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 22,774 $9.08M 0.61% +3,077 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,824 $9.05M 0.44% +1,867 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 22,818 $9.04M 0.1% +628 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,776 $9.03M 0.2% +2,980 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 22,766 $9.02M 4.21% +1,816 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 22,755 $9.02M 1.78% -1,685 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 22,747 $9.01M 0.28% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22,742 $9.01M 0.46% -510 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 22,709 $9M 1.26% -1,379 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 22,554 $8.94M 0.09% +200 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,486 $8.91M 0.08% -209 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 22,412 $8.88M 3.29% -66 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 22,344 $8.86M +2,311 Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 22,301 $8.84M 2.38% +59 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 22,287 $8.83M 0.25% -105 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 22,247 $8.82M 0.26% +340 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 22,158 $8.78M 0.95% new 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 21,928 $8.7M 0.14% +3,968 13F-HR Timeline Group Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 21,942 $8.7M 4.31% 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 21,880 $8.67M 2.7% +20,224 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 21,855 $8.66M 1.04% +16 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,837 $8.65M 0.05% +6,903 13F-HR Timeline Group First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 21,770 $8.63M 19.19% -22,500 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 21,707 $8.6M 1.96% +297 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,583 $8.55M 1.07% -309 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 21,489 $8.52M 3.97% -5,323 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 21,464 $8.51M 0.37% -2,495 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,405 $8.48M 0.25% -293 13F-HR Timeline Group VMS Asset Management Limited More: the full row for VMS Asset Management Limited 21,360 $8.47M 3.26% 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 21,313 $8.45M 8.36% +140 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 21,222 $8.41M 0.54% -299 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 21,180 $8.39M 0.1% +516 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 21,091 $8.36M 2.13% +984 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 21,057 $8.35M 1.13% +554 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,003 $8.32M 0.32% +35 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,762 $8.23M 0.16% +11,418 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 20,755 $8.23M 0.23% -508 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,723 $8.21M 1.31% -160 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,628 $8.17M 0.23% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 20,611 $8.17M 4.52% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20,389 $8.08M 3.37% -748 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 20,358 $8.07M 3.92% -160 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 20,354 $8.07M 5.34% +888 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 20,342 $8.06M 0.61% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 20,249 $8.02M 2.19% +12,156 13F-HR Timeline Deane Retirement Strategies, Inc. 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