Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10,895 $3.87M 1.76% +990 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,890 $3.87M 0.66% +1,189 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10,885 $3.87M 1.48% +559 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 10,425 $3.84M 0.85% -52 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 10,795 $3.84M 2.29% +9,053 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,674 $3.79M 0.57% +1,133 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,654 $3.79M 0.83% -2,258 13F-HR/A Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 10,647 $3.78M 1.43% +53 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 10,593 $3.77M 1.9% -180 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,578 $3.76M 0.07% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,536 $3.75M 1.29% +64 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,484 $3.73M 0.8% -100 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 10,483 $3.73M 0.75% +1,004 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,482 $3.73M 0.24% +85 13F-HR/A Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,440 $3.71M 0.27% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,411 $3.7M 0.42% -20 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,402 $3.7M 0.17% +1,336 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 36,404 $3.68M 1.02% +26,197 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,285 $3.66M 0.05% +110 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,243 $3.64M 1.67% -2 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,235 $3.64M 0.31% -190 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,222 $3.63M 0.25% +91 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,221 $3.63M 0.76% +12 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 9,866 $3.63M 1.74% -493 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,205 $3.63M 0.08% -2,435 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,143 $3.62M 0.08% +250 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,435 $3.62M 0.24% -3,865 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,185 $3.62M 0.08% -114 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 10,250 $3.61M 0.86% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,061 $3.58M 1.69% -207 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,056 $3.57M 0.16% +430 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,051 $3.57M 0.78% -326 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,049 $3.57M 0.91% -46 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,032 $3.57M 0.67% 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 10,030 $3.57M 1.96% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 10,021 $3.56M 2.28% +200 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 10,006 $3.56M 1.43% +43 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 9,998 $3.55M 1.45% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 9,351 $3.53M 0.55% +2,165 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,890 $3.52M 1.13% +344 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,877 $3.51M 0.14% -310 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 9,876 $3.51M 0.24% +4,694 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,588 $3.51M 0.24% +20 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,864 $3.51M 0.13% +2,055 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,848 $3.5M 0.13% +715 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 9,795 $3.48M 0.17% +5,997 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 9,788 $3.48M 1.32% +3,803 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 9,784 $3.48M 1.52% +2,232 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 9,781 $3.48M 1.29% +571 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,779 $3.48M 0.6% -27 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 9,758 $3.47M 1.26% -119 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,731 $3.46M 0.48% +144 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,700 $3.45M 0.21% +155 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,693 $3.43M 1.99% -22 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,656 $3.43M 0.24% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 9,632 $3.42M 0.85% +135 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 9,615 $3.42M 0.68% +433 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 9,603 $3.41M 1.13% -18 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,592 $3.41M 1.96% -3,436 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 9,549 $3.39M 0.76% -57 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,539 $3.39M 3.13% -265 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 9,528 $3.39M 0.97% +902 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,211 $3.38M 0.13% -3,229 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,487 $3.37M 0.9% -345 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 9,486 $3.37M 2.69% +5,966 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,465 $3.36M 0.67% +705 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 9,465 $3.36M 5.93% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 9,439 $3.36M 1.12% +2,122 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,432 $3.35M 1.14% +2 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,370 $3.33M 0.81% +33 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,370 $3.33M 1.04% +341 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,350 $3.32M 0.33% +271 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,344 $3.32M 0.12% -9,753 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,305 $3.31M 0.2% +346 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 9,270 $3.3M 1.57% +1,182 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,251 $3.29M 0.83% +351 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,247 $3.29M 0.26% +446 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 9,208 $3.27M 0.01% +142 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,186 $3.27M 0.86% +131 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,157 $3.26M 1.34% -53 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,156 $3.25M 0.28% -402 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,143 $3.25M 0.19% -2,028 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,066 $3.22M 0.77% +467 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,065 $3.22M 0.57% new 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 9,029 $3.21M 1.25% -1,787 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9,003 $3.2M 0.86% -55 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,976 $3.19M 0.2% -111 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,716 $3.18M 0.17% +490 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,944 $3.18M 0.88% +315 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,940 $3.18M 0.53% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,326 $3.18M 0.26% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,923 $3.17M 0.03% +983 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,914 $3.17M 0.92% -75 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,894 $3.16M 0.04% +1,068 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,874 $3.15M 0.28% -577 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,850 $3.15M 0.5% -180 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,834 $3.14M 0.41% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,816 $3.13M 0.08% +678 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,810 $3.13M 0.01% +2,343 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 8,760 $3.11M 0.39% -479 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,745 $3.11M 0.48% +95 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,658 $3.08M 0.03% +1,453 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,655 $3.08M 2.7% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,648 $3.07M 0.05% -45 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,604 $3.06M 0.19% -5 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,583 $3.05M 0.26% -38 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,576 $3.05M 0.36% +10 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,576 $3.05M 1.57% +375 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,575 $3.05M 0.12% -6,649 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,539 $3.04M 0.61% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,536 $3.03M 0.06% -501 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 8,532 $3.03M 0.39% -5,566 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,529 $3.03M -227 Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 8,500 $3.02M 0.7% +2,000 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,478 $3.01M 0.39% -1,376 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,778 $3.01M 0.08% +596 13F-HR/A Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 8,460 $3.01M 0.6% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 8,408 $2.99M 0.28% +50 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,391 $2.98M 1.31% +48 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 9,772 $2.98M 2.56% -2,575 13F-HR/A Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,376 $2.98M 1.36% -4,833 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,368 $2.97M 0.12% +424 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,327 $2.96M 0.59% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,317 $2.96M 0.29% +3 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,288 $2.95M 0.78% +914 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,268 $2.94M 1.06% -192 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 8,242 $2.93M 0.3% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,197 $2.91M 0.23% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,180 $2.91M 0.21% +20 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,147 $2.9M 0.23% +161 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 8,100 $2.88M 0.98% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,096 $2.88M 0.41% +6,570 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,093 $2.88M 0.83% +6,729 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,592 $2.88M 0.03% -20 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,079 $2.87M 0.35% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,077 $2.87M 0.18% -57 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 8,076 $2.87M 1.51% +275 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 8,046 $2.86M 0.01% new 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,846 $2.86M 0.46% +1,489 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 8,005 $2.85M 0.08% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,978 $2.84M 0.55% -930 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,010 $2.83M 0.63% +285 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,952 $2.83M 0.09% -17 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,933 $2.82M 0.61% +12 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,932 $2.82M 0.29% +562 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 7,917 $2.81M 1.75% +163 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,909 $2.81M 0.11% +1,473 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 7,896 $2.81M 0.78% +139 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,893 $2.81M 0.11% +4,106 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,873 $2.8M 0.05% +247 13F-HR Timeline Group Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 7,870 $2.8M 1.25% -422 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,869 $2.8M 0.86% -1,328 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,863 $2.8M 0.32% +882 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,843 $2.79M 0.05% +219 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 7,839 $2.79M 0.33% +260 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,836 $2.79M 1.56% +75 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,833 $2.78M 0.24% +2,900 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 7,830 $2.78M 0.07% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,790 $2.77M 0.59% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,763 $2.76M 0.09% +825 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,050 $2.76M 1.51% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,759 $2.76M 0.35% -154 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,742 $2.75M 1.05% -20 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 7,716 $2.74M 1.44% -77 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 7,700 $2.74M 1.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,680 $2.73M 0.87% +201 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,673 $2.73M 0.32% +14 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,658 $2.72M 0.32% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,612 $2.71M 0.61% -315 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 7,550 $2.68M 1.87% new 13F-HR/A Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,538 $2.68M 2.31% -15 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,525 $2.67M 0.26% +200 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 7,522 $2.67M 1.85% +3,923 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,521 $2.67M 3.61% -4,797 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,490 $2.66M 0.47% +305 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 7,479 $2.66M 0.83% -7,021 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,393 $2.63M 0.75% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,893 $2.61M 0.81% 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 6,465 $2.61M 0.92% +1,262 13F-HR Timeline CAXTON CORP More: the full row for CAXTON CORP 7,286 $2.59M 11.33% +2,334 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,278 $2.59M 2.55% +222 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,269 $2.58M 0.08% -70 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,262 $2.58M 0.71% +897 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,260 $2.58M 1.23% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,770 $2.58M 0.34% -178 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 7,237 $2.57M 2.48% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,043 $2.57M 0.07% +1,374 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,212 $2.56M 0.54% +162 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,201 $2.56M 1.01% -645 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,187 $2.55M 2.19% +352 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,162 $2.55M 0.32% +27 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 7,150 $2.54M 2.99% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,103 $2.54M 0.59% +695 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 7,129 $2.53M 2.12% -4,520 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,117 $2.53M 1.59% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 7,061 $2.51M 2.6% -210 13F-HR Timeline D'Orazio & Associates, Inc. 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