SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,850 $1.41M 0.96% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,849 $1.41M 0.31% +300 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,848 $1.41M 0.51% -108 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,830 $1.4M 0.75% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,802 $1.39M 0.02% +106 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,791 $1.38M 0.35% -44 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,755 $1.37M 0.03% +57 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,754 $1.37M 0.16% +618 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,734 $1.36M 0.5% +7 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,720 $1.35M 0.05% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,720 $1.35M 0.18% +260 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,704 $1.34M 0.09% +310 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,395 $1.34M 0.73% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,672 $1.32M 0.07% +1,544 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,662 $1.32M 0.34% +267 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,663 $1.32M 0.18% -165 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 2,660 $1.32M 0.58% +15 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 2,657 $1.32M 1.3% +384 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,652 $1.31M 0.5% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,640 $1.31M 0.14% +67 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,624 $1.3M 1.28% +138 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,623 $1.3M 0.03% +520 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,620 $1.3M 0.12% +7 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,616 $1.3M 0.11% +878 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,604 $1.29M 0.48% -22 13F-HR Timeline QVR LLC More: the full row for QVR LLC 2,598 $1.29M 0.63% +177 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,588 $1.28M 0.06% -1,774 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,569 $1.27M 0.15% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,551 $1.26M 0.24% -60 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,528 $1.26M 0.08% -735 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,545 $1.26M 0.1% +170 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,542 $1.26M 0.12% +172 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,526 $1.25M 0.03% +223 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,523 $1.25M 0.17% +602 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,523 $1.25M 0.03% +311 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,511 $1.24M 0.26% +242 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,505 $1.24M 0.05% +1,656 13F-HR Timeline Group CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,500 $1.24M 2.06% -2,500 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,473 $1.23M 0.45% -4 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,460 $1.22M 0.03% +253 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,448 $1.21M 0.14% +1,733 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,446 $1.21M 0.03% -1,810 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,444 $1.21M 0.12% +949 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,442 $1.21M 0.2% +47 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,426 $1.2M 0.36% +29 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,418 $1.2M 0.29% +140 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,410 $1.2M 0.1% +141 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,410 $1.19M 0.23% -70 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,410 $1.19M 0.46% -50 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,398 $1.19M 0.16% -55 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,388 $1.18M 0.52% +85 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,386 $1.18M 0.14% +58 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,385 $1.18M 0.05% -233 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,382 $1.18M 0.08% +488 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,378 $1.18M 0.58% -61 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,378 $1.18M 0.22% -145 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,374 $1.18M 0.12% -74 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,370 $1.18M 0.12% +307 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 2,369 $1.17M 0.11% 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,367 $1.17M 0.07% -100 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,346 $1.16M 0.08% -171 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,341 $1.16M 0.23% -431 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,340 $1.16M 0.02% +926 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,334 $1.16M 0.25% 0 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 2,322 $1.15M 1.51% new 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 2,320 $1.15M 0.12% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,315 $1.15M 0.38% -42 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,313 $1.15M 0.82% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,293 $1.14M 0.01% -7,637 13F-HR Timeline Group Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,300 $1.14M 0.25% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,295 $1.14M 0.59% +102 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,294 $1.14M 0.26% +502 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,285 $1.13M 0.01% -25 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,280 $1.13M 0.06% +141 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,271 $1.13M 0.26% +35 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,277 $1.12M 0.56% -59 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,252 $1.12M 0.61% +91 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,212 $1.1M 0.05% -121 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,206 $1.09M 0.05% -1,169 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,200 $1.09M 0.45% -38 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,184 $1.08M 0.05% +11 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,176 $1.08M 0.76% -263 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,173 $1.08M 0.07% 0 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 2,170 $1.08M 1.2% +243 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,165 $1.07M 0.17% +63 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,160 $1.07M 0.14% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,161 $1.07M 0.2% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,155 $1.07M 0.27% +156 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,154 $1.07M 0.04% +782 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,151 $1.07M 0.04% -301 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,150 $1.07M 0.16% -69 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,150 $1.07M 0.16% -107 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,148 $1.07M 0.1% +15 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,266 $1.06M 0.34% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,114 $1.05M 0.14% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,106 $1.04M 0.28% -77 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,100 $1.04M 0.37% -500 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,098 $1.04M 0.12% -25 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,098 $1.04M 0.46% +129 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,098 $1.04M 0.01% -1,055 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 2,094 $1.04M 0.8% -1,664 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,075 $1.04M 0.23% +289 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,092 $1.04M 0.43% -281 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,078 $1.03M 0.15% +124 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,075 $1.03M 0.19% -50 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,075 $1.03M 0.21% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,074 $1.03M 0.01% +26 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,069 $1.03M 0.04% +285 13F-HR Timeline Group Trust Investment Advisors More: the full row for Trust Investment Advisors 2,066 $1.02M 0.6% -86 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,048 $1.02M 0.11% +39 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,042 $1.01M 0.09% +139 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,026 $1.01M 0.03% +168 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,040 $1.01M 0.02% -56 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,029 $1.01M 0.04% -64 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,027 $1M 0.03% +224 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,026 $1M 0.02% +382 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,023 $1M 0.04% -239 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,016 $1000K 0.44% +1 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,015 $999K 0.11% -83 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,013 $998K 0.08% +318 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,007 $995K 0.14% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,005 $994K 0.14% -70 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 2,000 $992K 0.12% -10,000 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,998 $990K 0.04% +135 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,993 $988K 0.35% -356 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,988 $986K 0.16% -1,673 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,982 $983K 0.24% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,991 $982K 0.02% +277 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,977 $980K 0.43% +81 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 1,940 $962K 0.92% -37 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,919 $951K 0.23% +8 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,912 $948K 0.26% -153 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,912 $948K 0.03% +22 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,910 $947K 0.46% +750 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 1,900 $942K 0.05% +8 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,897 $940K 0.28% +390 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,894 $939K 0.11% -100 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,894 $939K 0.37% -74 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,891 $937K 0.01% +416 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,887 $935K 0.36% 13F-HR/A Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,886 $935K 0.37% +97 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,886 $935K 0.04% +389 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,883 $934K 0.42% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,878 $931K 0.07% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,877 $931K 0.04% -312 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,873 $928K 0.03% -154 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,869 $927K 0.19% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,854 $919K 0.03% +457 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,843 $914K 0.18% -6,666 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,843 $914K 0.07% +46 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,829 $907K 0.07% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,816 $900K 0.13% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,816 $900K 0.56% 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,809 $897K 0.61% +19 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,800 $892K 0.18% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,799 $892K 0.01% +435 13F-HR/A Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,796 $890K 0.02% -37,963 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,793 $889K 0.32% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,789 $887K 0.06% -136 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,788 $886K 0.38% +28 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 1,778 $881K 0.68% -393 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,777 $881K 0.07% -1,134 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,770 $877K 0.47% -1,705 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,767 $876K 0.44% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,758 $872K 0.32% +637 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,753 $869K 0.01% -24 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,753 $869K 0.05% -518 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,750 $868K 0.14% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,735 $860K 0.04% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,721 $853K 0.01% -427 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,721 $853K 0.07% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,718 $852K 0.05% -161 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,697 $848K 0.05% +313 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,696 $841K 0.65% +111 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,694 $840K 0.09% +264 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,705 $839K 0.01% +1,157 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,690 $838K 0.22% +154 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,686 $836K 0.05% +13 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,685 $836K 0.08% +54 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,682 $834K 0.12% +218 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,630 $833K 0.07% +261 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,675 $830K 0.01% new 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,674 $830K 0.35% -261 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,674 $830K 0.28% +48 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,667 $826K 0.01% -612 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,673 $826K 0.01% +564 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,653 $823K 0.05% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,659 $822K 0.11% +542 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,650 $818K 0.02% 0 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,643 $815K 0.25% +6 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,639 $813K 0.37% +87 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 1,638 $812K 0.49% +167 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,635 $811K 0.14% +282 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,633 $810K 0.05% -129 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,630 $808K 0.6% -26 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,612 $805K 0.3% -99 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,622 $804K 0.01% +20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,621 $804K 0.08% +687 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,609 $798K 0.03% +7 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,605 $796K 0.04% -546 13F-HR Timeline