PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,497 $1.19M 0.77% -5 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,494 $1.19M 0.16% +30 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,492 $1.19M 0.12% -202 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,492 $1.19M 0.33% +919 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,491 $1.19M 0.41% +156 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,490 $1.19M 0.24% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,488 $1.18M 0.03% +13 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,487 $1.18M 0.63% +7 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,486 $1.18M 0.04% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,485 $1.18M 0.33% -71 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,484 $1.18M 0.77% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,483 $1.18M 0.14% -48 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,502 $1.18M 0.09% +214 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,478 $1.18M 0.03% +9 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,481 $1.18M -5 Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,476 $1.18M 0.27% -16 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,472 $1.17M 0.29% -15 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,472 $1.17M 0.1% -111 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,470 $1.17M 0.28% -222 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,467 $1.17M 0.06% +114 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,466 $1.17M 0.08% +16 13F-HR Timeline PFC CAPITAL GROUP, INC. 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More: the full row for Etesian Wealth Advisors, Inc. 1,342 $1.07M 0.35% -99 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,329 $1.06M 0.73% +675 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,329 $1.06M 0.04% -1,406 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,327 $1.06M 0.05% 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,325 $1.06M 0.58% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,319 $1.05M 0.25% +71 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,319 $1.05M 0.24% -1,198 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,315 $1.05M 0.45% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,315 $1.05M 0.59% -498 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,312 $1.05M 0.06% -17 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,309 $1.04M 0.2% +212 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,306 $1.04M 0.11% +37 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 1,303 $1.04M 1.46% 13F-HR/A Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,303 $1.04M 0.14% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,300 $1.04M 0.04% -800 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 1,300 $1.04M 0.02% new 13F-HR/A Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 1,300 $1.04M 1.25% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,300 $1.04M 0.18% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,291 $1.03M 0.22% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,290 $1.03M 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,328 $1.02M 0.14% +195 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,284 $1.02M 0.59% +22 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,316 $1.02M 0.11% -254 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,283 $1.02M 0.23% +22 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,279 $1.02M 0.32% +2 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,279 $1.02M 0.34% -34 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,276 $1.02M 0.1% -8 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,276 $1.02M 0.08% new 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,273 $1.01M 0.18% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,272 $1.01M 0.22% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,272 $1.01M 0.02% +18 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,262 $1M 0.08% -388 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,260 $1M 0.08% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,253 $998K 0.36% -1,251 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,252 $997K 0.04% +200 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,487 $996K 0.06% -65 13F-HR Timeline Group Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,250 $995K 0.16% new 13F-HR Timeline First Dallas Securities Inc. 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More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,202 $957K 0.32% +3 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,201 $956K 0.54% +99 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,200 $956K 0.21% +5 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,198 $954K 0.74% -266 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,197 $953K 0.07% -67 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,197 $953K 0.02% +23 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,196 $953K 0.15% +630 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,194 $951K 0.04% +105 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,193 $950K 0.28% -21 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,186 $944K 0.05% -5 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,182 $941K 0.15% -585 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,181 $940K 0.79% 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,179 $939K 0.37% -2,513 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,177 $937K 0.08% +153 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,175 $936K 0.04% +144 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,173 $934K 0.16% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,173 $934K 0.3% -10 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,169 $931K 0.05% +59 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,168 $930K 0.22% +3 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,163 $926K 0.07% +500 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,161 $925K 0.08% -94 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,155 $920K 0.53% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,172 $918K 0.4% +14 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,149 $915K 0.18% +751 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,146 $912K 0.02% +119 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,145 $912K 0.04% +132 13F-HR Timeline City State Bank More: the full row for City State Bank 1,145 $912K 0.26% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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