MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 6,653 $6.73M 1.32% -47 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,609 $6.68M 0.2% +59 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,606 $6.68M 0.12% +4,973 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,094 $6.68M 1.4% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 6,600 $6.68M 1.86% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,594 $6.67M 2.11% +20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,591 $6.67M 0.23% +6,169 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 6,589 $6.66M 3.07% -541 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,558 $6.63M 0.16% -504 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,535 $6.61M 0.21% +580 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,529 $6.6M 1.31% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,511 $6.59M 1.17% -76 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,500 $6.57M 0.18% -230 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,491 $6.56M 0.5% -1,291 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,479 $6.55M 1.26% +19 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,467 $6.54M 0.12% -136 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,463 $6.54M 0.14% +96 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,414 $6.49M 0.41% -81 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,408 $6.48M 0.88% +261 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,395 $6.47M 0.67% +455 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,383 $6.46M -305 Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,372 $6.44M 0.53% +12 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,350 $6.42M 1.36% -4 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 6,349 $6.42M 0.44% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,340 $6.41M 0.19% -197 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 6,300 $6.37M 13.62% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,299 $6.37M 0.17% +3,654 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 5,887 $6.36M 3.58% +836 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,291 $6.36M 0.12% +1,646 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,204 $6.33M 0.21% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 6,257 $6.33M 1.53% +99 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,247 $6.32M 0.24% -241 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 6,221 $6.29M +1,064 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,214 $6.28M 0.21% -114 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,942 $6.27M 0.17% +137 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,162 $6.23M 0.08% +1,186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,155 $6.23M 1.28% +15 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,152 $6.22M 0.21% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,124 $6.19M 0.38% +1,066 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,121 $6.19M 0.19% +514 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,088 $6.16M 0.04% +443 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,060 $6.13M 0.52% -53 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,060 $6.13M 0.43% +1,798 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,056 $6.12M 1.79% +428 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,027 $6.1M 0.38% +3,524 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,022 $6.09M 0.36% -849 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,007 $6.08M 0.11% -1,478 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,985 $6.05M 0.42% +98 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 5,962 $6.03M 0.09% -2,083 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 5,956 $6.02M 0.92% -49 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 5,938 $6.01M 1.02% -4,051 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,912 $5.98M 0.11% -99 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 5,439 $5.96M 1.19% -677 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,879 $5.95M 0.97% +41 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,858 $5.92M 0.8% +56 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,831 $5.9M 0.17% +601 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,804 $5.87M 2.78% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,769 $5.83M 0.13% -1,099 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,757 $5.82M +2,041 Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,736 $5.8M 0.61% +36 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,734 $5.8M 0.23% -240 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,730 $5.8M 0.34% -1,203 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,721 $5.79M 0.37% -4,726 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,709 $5.77M 1.39% +300 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,663 $5.73M 0.44% +117 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,656 $5.72M 0.24% +269 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,649 $5.71M 0.18% +18 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,641 $5.71M 0.27% +86 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,617 $5.68M 1% -313 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 5,585 $5.65M 0.86% -218 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,571 $5.63M 0.25% +17 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,538 $5.6M 0.09% +502 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,533 $5.6M 0.07% -370 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,526 $5.59M 0.11% -88 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 5,524 $5.59M 1.75% +3,043 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,456 $5.52M 0.17% +358 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,443 $5.5M 0.34% -12,222 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,435 $5.5M 0.03% -528 13F-HR/A Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,423 $5.48M 0.7% -391 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,760 $5.48M 0.58% +160 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,396 $5.46M 1.98% -2 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 5,360 $5.44M 3.63% -618 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,377 $5.44M 0.21% +261 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,350 $5.41M 0.1% +4,988 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,316 $5.38M 2.4% -3 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 5,310 $5.37M 0.17% -200 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,299 $5.36M 0.16% +1,043 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,289 $5.35M 0.79% -397 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,263 $5.32M 2.75% +453 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 5,262 $5.32M 0.7% -111 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,252 $5.31M 1.81% -162 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 6,275 $5.31M 1.66% 0 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 5,200 $5.26M 0.07% +105 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5,200 $5.26M 0.69% 0 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,194 $5.25M 0.45% -582 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,174 $5.23M 0.18% +9 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,172 $5.23M 2.1% +89 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,147 $5.21M 0.45% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,137 $5.2M 0.14% +98 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,129 $5.19M 0.83% -316 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,121 $5.18M 0.39% -80 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,090 $5.15M 0.32% -45 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 5,081 $5.14M 0.42% +41 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,050 $5.11M 0.56% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 5,005 $5.06M 1.89% -39 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,002 $5.06M 1.08% +700 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,984 $5.04M 0.07% -213 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,968 $5.02M 1.04% -32 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,965 $5.02M 0.03% +5 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,663 $5.01M 0.1% +682 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 4,943 $5M 0.2% -3,313 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,929 $4.99M 0.1% -285 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,929 $4.99M 0.72% +108 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,928 $4.98M <0.01% 0 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,913 $4.97M 0.4% +2,322 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,894 $4.95M 0.01% -4,403 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,827 $4.95M 0.16% +370 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,871 $4.93M 0.16% +202 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,865 $4.92M 1.82% -25 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,855 $4.91M 0.08% -60 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,831 $4.91M 2.94% -75 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,818 $4.87M 0.92% -253 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,796 $4.85M 0.16% -3,491 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 4,793 $4.85M 1.07% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,775 $4.83M 0.02% -101 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,764 $4.82M 0.46% +975 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,764 $4.82M 0.26% +199 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,758 $4.81M 0.02% +3,826 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,743 $4.8M 0.1% -89 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,720 $4.77M 0.8% -824 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 4,715 $4.77M 0.69% -1,470 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,708 $4.76M 0.92% +10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,694 $4.75M 0.39% +11 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,680 $4.73M 1.67% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,673 $4.73M 0.02% +4,385 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,669 $4.72M 0.42% -1,025 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,654 $4.71M 0.22% -413 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 4,639 $4.69M 0.07% +211 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,633 $4.69M 0.57% -392 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,632 $4.68M 0.55% -150 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,630 $4.68M 0.33% +2,140 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,609 $4.66M 0.1% -4,106 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,599 $4.65M 1.79% -686 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,595 $4.65M 0.05% +149 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,591 $4.64M 0.57% -1,495 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,581 $4.63M 0.46% +2,142 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,570 $4.62M 0.99% -83 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 4,541 $4.59M 1.42% +59 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,538 $4.59M 0.59% +50 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,526 $4.58M 0.29% -62 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,513 $4.56M 0.18% +23 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,492 $4.54M 1.28% +21 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,491 $4.54M 0.89% -40 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,472 $4.52M 1.35% +1,046 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,454 $4.5M 1.65% +36 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 4,452 $4.5M 0.85% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,443 $4.49M 0.03% -91 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,234 $4.49M 0.09% +48 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,416 $4.47M 0.76% +1,108 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,414 $4.46M 0.71% +3,140 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 4,399 $4.45M 3.17% +1,072 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,391 $4.44M 3.58% -10 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,368 $4.42M 0.03% -164 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,331 $4.38M 1.09% -47 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,296 $4.35M 1.01% +57 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,296 $4.34M 0.22% -4 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 4,295 $4.34M 1.59% -3,629 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,289 $4.34M 0.33% +7 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,284 $4.33M 0.48% +154 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,284 $4.33M 0.08% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,264 $4.31M 1.18% -26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,264 $4.31M 0.74% +4,088 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,256 $4.3M 0.89% -61 13F-HR/A Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,248 $4.3M 0.28% -10,178 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,242 $4.29M 0.23% -49 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,234 $4.28M 0.59% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,229 $4.28M 1.16% -47 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,201 $4.25M 3.57% +16 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,190 $4.24M 0.49% +569 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,146 $4.19M 0.26% +542 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,137 $4.18M 2.1% +29 13F-HR Timeline Citadel Investment Advisory, Inc. 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