Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 28,175 $2.26M 0.04% +1 13F-HR Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 27,953 $2.24M 1.38% new 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 28,650 $2.22M 1.53% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 27,654 $2.21M 0.08% -2,317 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 27,647 $2.21M 0.44% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 27,525 $2.2M 1.36% -503 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 27,392 $2.19M 2.24% -6,117 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 26,409 $2.11M 0.58% -2,935 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 25,157 $2.01M 0.88% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,116 $2.01M 0.08% +351 13F-HR Timeline Archon Capital Management LLC More: the full row for Archon Capital Management LLC 25,000 $2M 1.13% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 25,000 $2M 0.08% new 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 24,945 $2M 1.27% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,943 $2M 0.12% -4,887 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,016 $2M 0.02% +8,101 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,885 $1.99M 0.03% +4,700 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 25,260 $1.99M 0.73% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,814 $1.99M <0.01% +5,989 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24,561 $1.97M 0.07% +18,771 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 24,358 $1.95M 0.09% +20,223 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 24,300 $1.95M 1.36% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,270 $1.94M 0.02% -35,727 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 24,242 $1.94M 0.66% -249 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,591 $1.89M 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,524 $1.88M 0.02% +10,854 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 23,481 $1.88M 0.83% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 23,280 $1.86M 0.4% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 23,150 $1.85M 0.52% -2,052 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 22,600 $1.81M <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 22,630 $1.8M 0.01% -5,882 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 22,183 $1.78M 0.03% +4,299 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,286 $1.7M 0.01% +8,269 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 21,254 $1.7M 1.26% -3,351 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 21,163 $1.69M 0.75% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 20,746 $1.66M 0.97% -1,490 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 20,727 $1.66M <0.01% +4,337 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 20,368 $1.63M 0.47% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 20,240 $1.62M 1.17% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 19,527 $1.56M 0.02% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 19,199 $1.54M 0.06% +6,030 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,965 $1.52M 0.04% -2,826 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,730 $1.51M 0.09% +1,044 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,775 $1.5M 0.01% +13,900 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 18,739 $1.5M 0.42% -1,080 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 18,600 $1.49M +9,300 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,475 $1.48M 0.04% +13,500 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 18,400 $1.47M <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,146 $1.45M <0.01% +8,466 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,045 $1.44M <0.01% -2,393 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,019 $1.44M 0.02% +11,080 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 18,270 $1.37M 0.01% -36,425 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 16,974 $1.36M 0.73% +1,206 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 16,920 $1.35M <0.01% +5,836 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 16,851 $1.35M 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,906 $1.35M 0.02% +2,710 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,808 $1.35M 0.04% +2,980 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 16,671 $1.33M 0.24% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,660 $1.33M 0.03% +10,630 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 16,622 $1.33M 0.18% +640 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,501 $1.32M 0.01% +2,742 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,491 $1.32M 0.25% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,206 $1.3M 0.34% +100 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 16,129 $1.29M 0.26% +6,725 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 16,055 $1.29M 0.33% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,023 $1.28M 0.17% -4,613 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,962 $1.28M 0.01% -1,293 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 13,770 $1.26M 0.55% +2,825 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 15,635 $1.25M 0.77% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,284 $1.22M 0.01% +11,686 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 14,347 $1.15M 0.28% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 14,149 $1.13M 0.53% +85 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 14,145 $1.13M 1.06% new 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 14,132 $1.13M 0.82% +396 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 13,963 $1.12M 0.96% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 13,902 $1.11M 0.12% -4,465 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,816 $1.11M 0.48% +2,739 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,643 $1.09M 0.03% +5,957 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,436 $1.08M 0.02% +11,462 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,414 $1.07M 0.02% +3,316 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 13,283 $1.06M 0.41% +394 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,157 $1.05M 0.01% +4,218 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,088 $1.05M 0.34% +2,256 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 67,233 $1.04M 0.17% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,984 $1.04M 0.05% +7,114 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,894 $1.03M 0.06% +1,952 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,521 $1.03M 0.03% +9,159 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 8,816 $1.01M 0.46% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,664 $1.01M 0.04% +8,959 13F-HR Timeline Quarry LP More: the full row for Quarry LP 12,610 $1.01M 0.2% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,538 $1M 0.08% +5,813 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 12,500 $1M 0.3% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,453 $997K 0.12% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,374 $991K 0.24% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,338 $988K 0.01% +1,500 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,300 $985K 0.04% -168 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,281 $983K 0.13% +8,546 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 12,270 $982K <0.01% +8,163 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 12,141 $972K 0.01% +1,226 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,109 $969K 0.01% -15,945 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,096 $968K 0.07% new 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 12,000 $961K 0.12% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 11,833 $947K <0.01% +10,033 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,712 $938K 0.02% +7,982 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 11,623 $930K 0.01% +6,531 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,553 $925K 0.01% -101,444 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 11,412 $914K 0.16% -5,617 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 11,278 $903K 0.19% -170,075 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 11,265 $902K 0.06% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 11,230 $899K 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,223 $898K 0.01% -1,932 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 11,100 $889K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,083 $887K <0.01% -1,700 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,077 $887K 0.08% new 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 10,983 $879K 0.01% -10,226 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 10,957 $877K 0.04% new 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 10,897 $872K 0.34% +694 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,812 $866K 0.26% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,181 $865K <0.01% +1,023 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 10,550 $845K 0.72% +9,450 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 10,423 $834K 0.75% -410 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,302 $825K 0.71% -598 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,180 $815K <0.01% -852 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10,170 $814K 0.09% -15,745 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,149 $812K 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,103 $809K 0.04% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,000 $800K 0.01% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 9,975 $798K 0.39% +235 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 9,943 $796K 0.68% -2,833 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 15,055 $791K 0.34% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,611 $769K 0.23% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,577 $767K 0.32% -993 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 9,384 $751K 0.19% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,378 $751K 0.04% -3,037 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,374 $750K 0.02% -550 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,353 $749K 0.15% -3,302 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,349 $748K 0.01% -1,383 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,281 $743K 0.41% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 9,259 $741K 0.46% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,120 $732K 0.02% +3,960 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,034 $723K 0.01% new 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,028 $723K 0.12% -1,168 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,012 $721K 0.02% 0 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,011 $721K 0.06% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,945 $716K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,916 $714K 0.02% -63,870 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,912 $713K 0.02% -413 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,824 $706K 0.2% +1,215 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,677 $695K 0.03% +2,207 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,577 $687K 0.07% -406 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,561 $683K 0.05% +1,628 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,508 $681K 0.07% -82,682 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8,458 $677K 0.09% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,441 $676K 0.08% +5,941 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,438 $675K 0.25% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,362 $669K 0.01% new 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,357 $669K 0.04% -127 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,293 $664K 0.02% +643 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 8,280 $663K 0.09% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,265 $662K 0.22% -1,857 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,249 $660K 0.15% -11,666 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,760 $651K 0.11% -184 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 8,100 $648K 0.16% +600 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,065 $646K 0.11% new 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 750 $645K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,976 $638K 0.03% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,894 $632K 0.01% -5,164 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,892 $632K <0.01% -16,995 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,866 $630K 0.15% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,859 $629K 0.01% +5,156 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,855 $629K <0.01% -680 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 7,803 $625K 0.1% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,742 $620K 0.01% new 13F-HR/A Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,625 $610K 0.09% +1,800 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,615 $610K <0.01% +4,391 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,574 $606K 0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,624 $604K 0.01% +1,214 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 7,539 $603K 0.06% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,696 $602K 0.03% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,506 $601K 0.01% new 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 7,500 $600K 0.07% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,484 $599K 0.02% +719 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,415 $594K 0.02% -119 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,374 $590K 0.01% 0 13F-HR/A Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,902 $588K 0.27% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,302 $585K 0.04% +1,047 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,150 $572K <0.01% +29 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,149 $572K 0.13% -4,540 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,005 $561K 0.13% +525 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,000 $560K 0.05% -10,500 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 7,000 $560K <0.01% new 13F-HR/A Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,947 $556K 0.09% -690 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,934 $555K 0.04% new 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,930 $555K 0.23% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,872 $550K <0.01% new 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,824 $546K 0.19% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,815 $546K 0.01% +3,981 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,837 $545K 0.04% -364 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,763 $541K 0.09% -164 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,724 $538K 0.02% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 6,716 $538K 0.44% new 13F-HR Timeline