Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,697 $10.4M 0.64% +166 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 8,680 $10.4M 7.83% -150 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,672 $10.4M 1.02% +2,120 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,670 $10.4M 0.29% +693 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,643 $10.4M 1.01% +3,381 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 8,625 $10.3M 0.67% +4,382 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,613 $10.3M 0.12% +18 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,557 $10.3M 0.13% -265 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,529 $10.2M 0.38% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 8,525 $10.2M 1.93% -358 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 8,516 $10.2M 2.49% -86 13F-HR/A Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,507 $10.2M 0.81% +4,147 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 8,495 $10.2M 3.45% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,456 $10.1M 0.6% +71 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 8,341 $10.1M 6.16% -323 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,310 $9.97M 0.2% -24,672 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 8,300 $9.96M 6.84% 0 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 8,287 $9.94M 1.62% +601 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 8,264 $9.91M 2.35% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,262 $9.91M 1.9% +795 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 8,257 $9.9M 0.42% -171 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,250 $9.9M 0.09% -14,780 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,243 $9.89M 0.34% +107 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,236 $9.88M 0.98% +7,066 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,232 $9.87M 0.21% +192 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,231 $9.87M 0.39% +1,330 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,214 $9.85M 0.44% -114 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 8,184 $9.82M 0.47% -1,049 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,162 $9.79M 0.31% +387 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8,159 $9.79M 2.43% -1,552 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 8,149 $9.77M 1.62% -14 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,143 $9.77M 1.33% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,119 $9.74M 1.03% +122 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 8,117 $9.74M 7.85% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,108 $9.72M 0.66% +359 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 8,080 $9.69M 1.24% -562 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,070 $9.68M 0.53% +919 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,046 $9.65M 0.63% +553 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,044 $9.65M 0.29% -119 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,043 $9.65M 0.87% +3,255 13F-HR Timeline Group SPHERA FUNDS MANAGEMENT LTD. in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for SPHERA FUNDS MANAGEMENT LTD. 8,040 $9.64M 1.38% -1,000 13F-HR Timeline Group Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 8,039 $9.64M 2.93% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,009 $9.61M 1.67% -422 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 8,000 $9.6M 3.52% +6,000 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 7,991 $9.58M 3.26% -38 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,990 $9.58M 0.61% -59 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,987 $9.58M 2.39% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,987 $9.58M 4.8% +121 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,953 $9.54M +3,790 Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 7,945 $9.53M 1.55% +4,775 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,938 $9.52M 1.16% +52 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,686 $9.51M 2.22% +679 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,926 $9.51M 0.43% +468 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 7,922 $9.5M 0.32% -2,955 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,918 $9.5M 1.13% +1,702 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,913 $9.49M 1.04% +477 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 7,894 $9.47M 0.53% +64 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,888 $9.46M 1.37% -34 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,859 $9.43M 1.94% +1 13F-HR/A Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 7,823 $9.38M 4.61% +300 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,951 $9.37M 2.04% +4,839 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 7,792 $9.34M 0.05% 0 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,789 $9.34M 0.1% +4,719 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,774 $9.32M 0.5% +3,882 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,772 $9.32M 1.86% -425 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 7,762 $9.31M 7.03% -99 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 7,715 $9.25M 2.34% +1,054 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 7,647 $9.17M 2.74% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 7,645 $9.17M 2.74% -839 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 7,643 $9.17M 1.11% -443 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,621 $9.14M 0.3% +725 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,599 $9.11M 0.53% +293 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,574 $9.08M 0.76% -143 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,571 $9.08M 0.9% -48 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,556 $9.06M 0.11% +356 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,550 $9.06M 1.18% -91 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 7,521 $9.02M 1.2% -1,015 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,511 $9.01M 0.76% 13F-HR Timeline Group 4D Advisors, LLC More: the full row for 4D Advisors, LLC 7,500 $9M 3.46% new 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 7,500 $9M 0.08% 0 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 9,262 $8.97M 1.39% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,451 $8.96M 2.77% +90 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,466 $8.95M 1.1% +1,242 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,452 $8.94M 0.2% -1,060 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,447 $8.93M 0.29% -335 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,425 $8.91M 0.27% +666 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,410 $8.89M 1.08% -118 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,409 $8.89M 0.55% +1,389 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,406 $8.88M 0.71% +26 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,401 $8.88M 0.48% -964 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,399 $8.88M 0.29% +1,079 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,392 $8.87M 4.56% -153 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,377 $8.85M 0.25% +188 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,378 $8.85M 0.3% -2,242 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 7,379 $8.85M 4.33% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,469 $8.83M 2.11% +128 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,338 $8.8M 0.51% +1,291 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,327 $8.79M 0.72% -2,090 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,302 $8.76M 0.13% +101 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 7,301 $8.76M 2.97% +5 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,290 $8.74M 1.39% -610 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,280 $8.73M 0.77% +88 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,275 $8.73M 1% +282 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,238 $8.68M 0.21% +1,047 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,235 $8.68M 0.58% -35 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,223 $8.66M 0.45% -1,669 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,222 $8.66M 0.88% -2,231 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,214 $8.65M 1.88% +4,339 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,178 $8.61M 2.88% +167 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,175 $8.61M 1.16% +4,400 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 7,173 $8.6M 6% -75 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,165 $8.59M 0.1% +2,450 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,098 $8.51M 2.95% -405 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,061 $8.47M 0.99% +1,451 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,052 $8.46M 0.42% +142 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,026 $8.43M 1.18% +345 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,017 $8.42M +145 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,014 $8.41M 0.26% +122 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,013 $8.41M 0.66% -26 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,010 $8.41M 0.11% +2,026 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,006 $8.4M 2.22% +353 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,991 $8.39M 0.11% +2,773 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,923 $8.3M 0.67% -10 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,918 $8.3M 0.38% +1,247 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 6,913 $8.29M 5.4% +10 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,910 $8.29M 1.04% -64 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,902 $8.28M 0.56% -28 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,866 $8.23M 0.62% -112 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,865 $8.23M +547 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,846 $8.21M 0.24% -33 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 6,825 $8.19M 1.85% -64 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,824 $8.19M 0.35% +10 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,818 $8.18M 2.84% -100 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,792 $8.15M 1.15% +101 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,776 $8.13M 0.66% 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,758 $8.11M 2.16% +47 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,754 $8.1M 1.29% +379 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 6,747 $8.09M 0.82% -40 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,741 $8.09M 1.06% +65 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,739 $8.08M 0.7% -159 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,597 $8.07M 0.88% +254 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,727 $8.07M 1.7% +430 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,723 $8.06M 0.49% -28 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 6,689 $8.02M 0.38% +65 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,688 $8.02M 0.26% +751 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,678 $8.01M 0.2% +394 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,660 $7.99M 1.05% +4,340 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,642 $7.97M 0.62% +226 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 6,640 $7.96M 1.33% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,635 $7.96M 1.33% -1,168 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,635 $7.96M 0.32% +43 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,633 $7.96M 0.53% -218 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 6,630 $7.95M 3.72% -76 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,610 $7.93M 1.25% +2,610 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,605 $7.92M 0.56% +89 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,601 $7.92M 0.71% -80 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 6,600 $7.92M 5.83% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,596 $7.91M 0.65% -202 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 6,563 $7.87M 2.57% +35 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 6,563 $7.87M 0.5% +1,044 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,562 $7.87M 0.1% -17,317 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 6,558 $7.87M 1.25% +1,575 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,535 $7.84M 3.77% -805 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,514 $7.81M 0.4% -26 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 6,492 $7.79M 1.2% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,449 $7.74M 0.77% +581 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,425 $7.71M 5.42% -445 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,424 $7.7M 0.2% +354 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,418 $7.7M 0.68% +750 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,418 $7.7M 1.79% -64 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,415 $7.7M 1.21% +1,316 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,408 $7.69M 0.33% -691 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,392 $7.67M 0.37% +269 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,378 $7.65M 0.58% +9 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 6,374 $7.65M 2.99% +20 13F-HR/A Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 6,366 $7.64M 1.41% +164 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,357 $7.62M 1.58% -122 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 6,354 $7.62M 5.32% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,352 $7.62M 0.74% -610 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,352 $7.62M 1.1% +6,125 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,333 $7.6M 0.61% +206 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,304 $7.56M 0.86% +75 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,287 $7.54M 0.11% +138 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 6,287 $7.54M 1.55% -86 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,285 $7.54M 1.09% +342 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,274 $7.53M 1.54% -183 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,268 $7.52M 1.82% +377 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 6,252 $7.5M 2.39% +937 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 6,248 $7.49M 1.93% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,198 $7.43M 4.31% -1,404 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,173 $7.4M 2.85% +90 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,168 $7.4M 2.84% +522 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,143 $7.37M 0.45% +969 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 6,133 $7.36M 5.46% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,126 $7.35M 1.09% -27 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,119 $7.34M 1.84% +49 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,107 $7.32M 3.56% -15 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,093 $7.31M 1.38% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,087 $7.3M 0.77% +4,435 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,087 $7.3M 2.1% +329 13F-HR Timeline