WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 514 $219K 0.02% -66 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 511 $218K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 507 $216K 0.14% +19 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 507 $216K 0.03% -60 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 506 $216K 0.05% -30 13F-HR Timeline American Trust More: the full row for American Trust 501 $214K 0.02% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $213K 0.08% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 500 $213K 0.01% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 500 $213K 0.09% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 500 $213K 0.05% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 500 $213K 0.03% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 499 $213K <0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 497 $212K 0.05% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 494 $211K 0.03% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 493 $210K 0.05% -118 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 493 $210K 0.08% -55 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 490 $209K 0.01% -13 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 490 $209K 0.1% new 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 490 $209K 0.02% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 487 $208K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 485 $207K 0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 485 $207K 0.09% -75 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 482 $205K 0.03% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 482 $205K 0.03% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 481 $205K 0.06% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 480 $205K <0.01% +355 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 479 $204K 0.11% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 478 $204K 0.03% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 475 $202K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 474 $202K 0.11% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 470 $200K 0.09% -105 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 470 $200K 0.07% +353 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 450 $196K 0.23% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 454 $193K 0.13% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 447 $191K 0.11% +13 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 444 $189K 0.01% +20 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 419 $179K 0.11% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 418 $178K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 423 $177K 0.01% -336 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 413 $176K 0.03% +62 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 410 $175K 0.11% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 406 $173K <0.01% +6 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 406 $173K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 405 $173K 0.12% -122 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 403 $172K 0.01% -10,289 13F-HR/A Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 400 $170K 0.04% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 398 $170K 0.03% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 373 $159K <0.01% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 369 $157K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 360 $153K 0.12% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 358 $153K 0.01% +128 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 355 $151K 0.07% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 351 $150K 0.05% +210 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 350 $149K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 345 $147K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 336 $143K <0.01% +28 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 310 $132K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $128K 0.06% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 300 $128K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 295 $127K <0.01% +270 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 279 $119K 0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 275 $117K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 273 $116K 0.06% -45 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 269 $115K 0.02% +45 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 256 $109K 0.04% +87 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 255 $109K 0.05% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 251 $107K 0.04% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 253 $107K 0.01% +25 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 232 $98.9K 0.03% -60 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 232 $98.8K 0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 229 $97.6K 0.01% -19 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 225 $95.9K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 223 $95K 0.07% -300 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 222 $95K 0.03% +22 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 222 $94.6K 0.03% +72 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 220 $93.8K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 218 $92.9K 0.01% -4,537 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 213 $91K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 202 $86.1K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $85.2K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 200 $85.2K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 196 $84.2K 0.01% +98 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 196 $83.9K 0.02% +54 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 185 $78.8K 0.02% +27 13F-HR Timeline Magellan Asset Management Ltd in group Magellan Asset Management Ltd More: the full row for Magellan Asset Management Ltd 179 $76.3K <0.01% -405,421 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172 $73.3K <0.01% +149 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 171 $72.9K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 170 $72.6K 0.02% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 150 $63.9K 0.03% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 148 $63.1K 0.03% -23 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 147 $62.7K 0.01% +5 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 142 $60.5K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 138 $58.8K 0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 138 $58.8K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 137 $58.3K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 136 $58K 0.04% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 150 $57.5K 0.05% 0 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 133 $56.7K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 130 $55.5K <0.01% +1 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 129 $55K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 129 $55K 0.02% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 121 $52K <0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 121 $51.8K 0.02% +7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 119 $50.7K 0.01% +26 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 118 $50.3K 0.02% +8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 116 $49.4K 0.01% -11 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 104 $48.6K 0.03% -45 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 109 $46.6K 0.01% +70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 104 $44.3K <0.01% -141 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 103 $43.9K 2.38% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 101 $43K 0.03% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 99 $42.2K <0.01% +10 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 98 $41.8K 0.02% -67 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 96 $41K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 95 $40.5K <0.01% +11 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 85 $36.4K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 85 $36K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 83 $35.4K 0.01% -731 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 83 $35.4K 0.03% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 75 $35K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 82 $34.9K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 81 $34.5K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 79 $33.3K <0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 77 $33K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 75 $32K <0.01% +34 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 75 $32K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 72 $30.7K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 70 $29.8K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 70 $29.8K 0.02% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 69 $29.4K <0.01% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $29.4K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 67 $28.4K +24 Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 64 $27.3K <0.01% -4 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 63 $26.9K 0.03% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 62 $26.4K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 62 $26.4K 0.01% -2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 61 $26K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 62 $25.7K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 59 $25.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 54 $23K <0.01% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 931 $22.9K +930 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 50 $21.3K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 50 $21.3K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 47 $20K 0.01% +8 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 49 $20K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 43 $18.3K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 42 $17.9K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 42 $17.9K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 42 $17.9K 0.01% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 42 $17.9K 0.01% new 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 42 $17.9K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 40 $17K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 40 $17K -5 Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 38 $16.2K 0.01% -33 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 38 $16.2K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 38 $16K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 37 $16K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $15.8K <0.01% +23 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 36 $15.3K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 36 $15.3K 0.01% -2 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 36 $15.3K 0.01% +28 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $14.9K <0.01% +9 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 35 $14.9K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 33 $14.1K <0.01% +13 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 28 $11.9K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 27 $11.5K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 26 $11.1K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 25 $10.7K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 25 $10.7K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 23 $9.8K <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $9.8K <0.01% +4 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 20 $9.72K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 23 $9K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 21 $8.95K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20 $8.52K <0.01% -95 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 20 $8.52K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $8K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 19 $7.95K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 18 $7.67K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $7.67K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $7.67K <0.01% +3 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 17 $7.25K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 17 $7.25K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $7.25K <0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $7.01K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $7K <0.01% -3 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $6.89K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $6.82K <0.01% +8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $6.46K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 15 $6.39K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 15 $6.39K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 15 $6.39K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 13 $5.54K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13 $5.54K <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12 $5.12K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12 $5.12K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 12 $5.12K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 12 $5.11K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 11 $4.69K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 11 $4.69K <0.01% 0 13F-HR Timeline