Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,974 $3.43M 0.45% -882 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,970 $3.43M 0.31% +6,343 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,969 $3.43M 0.23% -611 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7,963 $3.43M 0.14% +932 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,882 $3.39M 0.23% +67 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 7,846 $3.38M 0.43% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,836 $3.37M 1.72% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 7,830 $3.37M 0.08% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,786 $3.35M 0.39% -2 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 7,752 $3.34M 0.91% +1,454 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 7,747 $3.33M 0.02% -5,660 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7,743 $3.33M 1.15% +2,334 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,718 $3.32M 0.9% -346 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 7,716 $3.32M 1.34% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 7,712 $3.32M 1.33% -94 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 7,704 $3.31M 0.39% -365 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,676 $3.3M 3.25% -378 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,675 $3.3M 0.92% -55 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 7,671 $3.3M 2.34% 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,658 $3.3M 0.4% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,655 $3.29M 0.27% -368 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,651 $3.29M 0.27% -79 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,639 $3.29M 1.05% -80 13F-HR Timeline CAXTON CORP More: the full row for CAXTON CORP 7,623 $3.28M 81.5% +659 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 7,593 $3.27M 3.05% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 7,569 $3.26M 0.22% -2,522 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,524 $3.24M 0.2% -877 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,513 $3.23M 0.76% -327 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,475 $3.22M 0.3% -100 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 7,458 $3.21M 0.76% -1,446 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,445 $3.2M 0.67% +210 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 7,442 $3.2M +3,823 Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,435 $3.2M 0.51% +725 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,382 $3.18M 1.4% +100 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,370 $3.17M 0.07% +136 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,362 $3.17M 0.75% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,350 $3.16M 0.06% +87 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,347 $3.16M 0.12% -1,530 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 7,339 $3.16M 1.19% -677 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,322 $3.15M 0.35% -127 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,314 $3.15M 2.76% -90 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,302 $3.14M 0.39% +29 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,300 $3.14M 1.09% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 7,283 $3.13M 0.31% -184 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,268 $3.13M 0.25% -176 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,251 $3.12M 0.75% -52 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 7,205 $3.1M 1.91% -2,605 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,194 $3.1M +4,680 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,190 $3.09M 0.07% -2,600 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,187 $3.09M 0.49% +1,072 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 7,138 $3.07M 1.54% +19 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,132 $3.07M 1.1% -287 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,129 $3.07M 0.52% +5,235 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,003 $3.07M 0.47% +157 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,118 $3.06M 0.43% +347 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,116 $3.06M 0.18% +1,079 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,086 $3.05M 0.04% +1,286 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 7,069 $3.04M 0.82% +3,209 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,045 $3.03M 1.05% -738 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,039 $3.03M 2.3% -58 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,029 $3.02M 0.08% -340 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 7,020 $3.02M 1.74% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,015 $3.02M 0.7% +481 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,013 $3.02M 0.33% +494 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,008 $3.02M 3.03% -104 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,001 $3.01M 1.36% -2,783 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 7,000 $3.01M 6.43% 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,992 $3.01M 1.37% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,971 $3M 0.26% -230 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 6,971 $3M 0.74% +320 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 6,968 $3M 1.94% -221 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,967 $3M 2.86% +2,226 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,966 $3M 0.39% -354 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,965 $3M 0.94% -791 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,931 $2.98M 0.95% -4,145 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,912 $2.97M 0.38% -756 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,906 $2.97M 0.94% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,883 $2.96M 0.41% -210 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,866 $2.95M 0.46% -276 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,864 $2.95M 0.05% +1,949 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,862 $2.95M 1.16% -680 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,858 $2.95M 0.51% +400 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 6,848 $2.95M 3.3% +2,394 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,825 $2.94M 0.67% -60 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,802 $2.93M 0.32% +231 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 6,743 $2.9M 3.19% -187 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6,781 $2.9M 1.85% -770 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,735 $2.9M 0.01% +520 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 6,710 $2.89M 0.18% +1,626 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,696 $2.88M 0.42% -107 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,684 $2.88M 0.61% -182 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,679 $2.87M 0.05% -21 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 6,678 $2.87M 1.29% +725 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,663 $2.87M 0.71% -477 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,646 $2.86M 0.07% +479 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,638 $2.86M 0.09% -4,344 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 6,629 $2.85M 0.41% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,622 $2.85M 1.95% +26 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 6,622 $2.85M 2.78% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 6,611 $2.84M 0.78% -257 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,585 $2.83M 1.02% -75 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 6,570 $2.83M 2.56% +161 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 6,530 $2.81M 0.59% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,528 $2.81M 0.35% -183 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,523 $2.81M 1.99% +383 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,516 $2.8M 1.48% +3,214 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,501 $2.8M 1.67% -70 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 6,500 $2.8M 0.78% +1,600 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,493 $2.79M 1.05% -25 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,456 $2.78M 0.05% +588 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,423 $2.76M 0.52% +3,812 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,412 $2.76M 1.01% -150 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,406 $2.76M 0.74% -1,819 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 6,401 $2.75M 1.48% +4,014 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,385 $2.75M 1.63% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,385 $2.75M 0.35% +403 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,378 $2.74M 0.15% -260 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,392 $2.73M 1.77% +300 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,371 $2.72M 0.62% -2,905 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,570 $2.72M 0.53% +331 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6,328 $2.72M 0.7% -2,500 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,246 $2.71M 0.06% -285 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 6,295 $2.71M 4.57% -146 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,284 $2.7M 0.59% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,253 $2.69M 0.16% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,247 $2.69M 2.2% -55,891 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,245 $2.69M 0.01% +3,054 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,236 $2.68M 0.85% -278 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 6,235 $2.68M 0.53% +3 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,230 $2.68M 0.43% +3,598 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,229 $2.68M 1.84% -12 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,187 $2.66M 0.5% -1,868 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 6,185 $2.66M 1.79% +12 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,169 $2.65M 0.53% +400 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6,152 $2.65M 1.4% +75 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,140 $2.64M 0.67% -739 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,115 $2.63M 0.74% +2 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,101 $2.63M 0.54% -2,702 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,090 $2.62M 0.11% -105 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 6,088 $2.62M 0.01% -2,496 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,043 $2.6M 0.41% +37 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 6,025 $2.59M 2.84% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,005 $2.58M 1.96% +270 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,000 $2.58M 0.27% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,961 $2.57M 1.42% -113 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,925 $2.55M 0.04% -6,657 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 5,915 $2.55M 6.89% -3,550 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,857 $2.52M 0.19% +38 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,841 $2.51M 0.18% +667 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,815 $2.5M 0.23% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,813 $2.5M 0.07% +334 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 5,813 $2.5M 1.55% +90 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,810 $2.5M 0.04% +690 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,810 $2.5M 0.16% -315 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 5,808 $2.5M 1.61% -168 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 5,796 $2.49M +1,106 Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,791 $2.49M 0.66% -9 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 5,780 $2.49M 1.2% +1,242 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,766 $2.48M 0.21% +104 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 5,750 $2.47M <0.01% -5,500 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,724 $2.46M 0.32% +252 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 5,715 $2.46M 2.7% -5,392 13F-HR Timeline Group Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,713 $2.46M 0.79% -15 13F-HR/A Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 5,710 $2.46M 1.24% -765 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,705 $2.45M 0.36% -1,064 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,696 $2.45M 1.73% +65 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,684 $2.45M 0.97% +450 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 5,681 $2.44M 0.92% -9,373 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,674 $2.44M 0.42% +14 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,670 $2.44M 1.59% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,667 $2.44M 1.35% +2,370 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,662 $2.44M 0.45% +350 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,659 $2.44M 0.17% +561 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,654 $2.43M 0.16% -166 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,646 $2.43M 0.32% +42 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,643 $2.43M 0.43% +54 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 5,629 $2.42M 1.84% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,611 $2.41M 0.17% +2,220 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 5,600 $2.41M 0.36% +5,000 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,598 $2.41M 1.02% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 5,590 $2.41M +2,896 Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,564 $2.4M 1.02% -72 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,578 $2.4M 0.21% +300 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,523 $2.38M 0.29% +81 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,424 $2.37M 0.5% +1,893 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,664 $2.37M 0.32% +3,161 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,500 $2.37M 0.83% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,499 $2.37M 0.05% +100 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 5,483 $2.36M 0.94% +780 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,457 $2.35M 0.98% +1,708 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,434 $2.34M 0.25% +1,726 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,421 $2.33M 0.17% -59 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,408 $2.33M 0.04% +1,838 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,406 $2.33M 0.2% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,400 $2.32M 1.72% +600 13F-HR Timeline Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 5,400 $2.32M 0.53% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,400 $2.32M 0.13% +959 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,390 $2.32M 0.19% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,294 $2.32M 0.13% -1,488 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,378 $2.31M 1.57% -5 13F-HR Timeline