Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,309 $310K <0.01% -2,150 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,260 $309K -2,211 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,262 $308K 0.01% +22 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,258 $308K 0.04% -2,622 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,252 $308K 0.12% -25,831 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,751 $307K 0.02% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,235 $307K 0.05% +727 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,200 $305K 0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,200 $305K 0.09% +419 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,194 $305K <0.01% -85,039 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 6,133 $302K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 6,106 $300K 0.01% -1,073 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,046 $298K 0.05% -7,896 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,043 $297K 0.03% +209 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,017 $296K 0.03% +35 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,919 $291K 0.2% +19 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 5,908 $291K 0.25% -1,004 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,902 $290K 0.01% -425 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,894 $290K 0.01% +3,054 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,884 $290K 0.21% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,883 $290K 0.03% +793 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,830 $287K 0.01% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,738 $282K 0.09% -12,661 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,700 $280K 0.06% +400 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,239 $280K 0.01% -1,702 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,687 $280K 0.01% -46,902 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,660 $279K 0.02% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,605 $276K 0.05% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,581 $275K 0.05% -38 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,572 $274K 0.1% 0 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,567 $274K 0.08% -380 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 5,567 $274K 0.3% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,535 $272K 0.03% -268 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,519 $272K 0.03% +253 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,489 $270K 0.07% -27 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,386 $265K 0.01% -2,186 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,380 $265K 0.02% -481 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,366 $264K 0.04% -794 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,332 $262K 0.01% +23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,318 $262K 0.01% -1,894 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,278 $260K 0.25% -191 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,257 $259K 0.04% -47 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,255 $259K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,240 $258K 0.02% +111 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,232 $257K 0.06% -100 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 5,199 $256K 0.07% +17 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,198 $256K 0.01% -1,420 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,196 $256K 0.08% -884 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,163 $254K 0.04% +205 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,563 $254K 0.03% new 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,133 $253K 0.01% +146 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,094 $251K 0.01% -815 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,092 $251K 0.23% -2,007 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,072 $250K 0.17% +7 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,051 $249K 0.02% -3,373 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,050 $249K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,042 $248K 0.02% -910 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,040 $248K 0.03% -1,175 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,026 $247K 0.01% -179 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,001 $246K 0.16% -61 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 5,000 $246K 0.04% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,000 $246K 0.15% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,975 $245K 0.03% -416 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,968 $244K 0.07% -833 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,967 $244K 0.01% -2,201 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,962 $244K 0.01% -9,299 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,936 $243K 0.01% +13 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,895 $241K 0.1% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,891 $241K 0.18% -3,657 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,880 $240K 0.07% -350 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,865 $239K 0.03% -1 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,860 $239K 0.04% -22,790 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,858 $239K 0.05% -4 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,847 $239K 0.04% +287 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,840 $238K <0.01% -2,210 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,839 $238K 0.04% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,502 $237K 0.05% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,766 $235K <0.01% -2,472 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,762 $234K 0.01% -94 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,745 $234K 0.01% -5,473 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,742 $233K 0.07% -4,050 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,727 $233K 0.02% +169 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,678 $230K <0.01% -756 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,675 $230K 0.05% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,670 $230K 0.14% -67 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,658 $229K 0.05% -136,376 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,650 $229K <0.01% -275 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,641 $228K 0.13% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,632 $228K 0.06% -36 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,627 $228K 0.01% -1,599 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,622 $227K 0.03% -31,072 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,600 $226K 0.12% -1,250 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,598 $226K 0.01% -4,452 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,585 $226K 0.01% -12,716 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,540 $223K 0.02% +14 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,531 $223K 0.06% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,509 $222K 0.1% +4,403 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,507 $222K 0.06% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,500 $221K 0.11% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,490 $221K 0.07% +132 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,482 $221K <0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,480 $220K <0.01% -7 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,473 $220K 0.04% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,480 $220K 0.11% -200 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,454 $219K 0.01% -1,296 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,438 $218K 0.19% -1,256 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,438 $218K <0.01% -2,316 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,420 $218K 0.11% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,419 $217K 0.01% -7,316 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,411 $217K 0.05% +100 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,382 $216K <0.01% -7,379 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,368 $215K 0.01% -639 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,353 $214K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,343 $214K 0.02% -897 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,334 $213K 0.03% +69 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,286 $211K 0.03% -22 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,276 $210K 0.02% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,258 $210K 0.07% -4,498 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,257 $210K 0.02% -146 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,252 $209K 0.02% -138 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,232 $208K 0.01% -676 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,204 $207K 0.07% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,196 $206K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,918 $206K 0.01% new 13F-HR/A Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,158 $205K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,153 $204K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,136 $204K 0.05% -328 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,126 $203K 0.02% +25 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,104 $202K 0.05% +140 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,100 $202K 0.02% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,077 $201K 0.02% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,070 $200K 0.07% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,046 $199K 0.12% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,930 $193K 0.01% +3,876 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,907 $192K 0.02% +1,021 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,828 $188K 0.01% -717 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,800 $187K 0.01% +3,435 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,591 $177K 0.11% +256 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,536 $174K <0.01% +58 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,467 $171K 0.04% +2,501 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,452 $170K 0.04% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,428 $169K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,338 $166K 0.07% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,142 $164K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,316 $163K 0.02% +651 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,289 $162K 0.02% +54 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,273 $161K 0.02% -500 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,230 $159K 0.05% -2,220 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,170 $156K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,115 $153K <0.01% 0 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,012 $148K <0.01% +541 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,000 $148K 0.07% -800 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,969 $146K 0.11% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,900 $143K 0.04% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,898 $143K 0.03% +533 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,877 $142K 0.01% -32 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,697 $140K <0.01% -25 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,841 $140K 0.01% new 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,826 $139K 0.02% -783 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,817 $139K 0.08% +81 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,800 $138K 0.08% 0 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 2,570 $126K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,538 $125K 0.39% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,459 $121K <0.01% -83,237 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,358 $116K 0.02% -93 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,343 $115K 0.02% +880 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,320 $114K 0.05% +30 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,267 $112K <0.01% +687 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,220 $109K 0.03% -193 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,156 $106K 0.02% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,155 $106K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,145 $106K <0.01% -3,072 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,125 $105K 0.02% -357 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,114 $104K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,108 $104K 0.01% -1,810 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,100 $103K 0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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