Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 7,872 $4.5M 1.66% -47 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,870 $4.5M 0.69% -436 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 7,868 $4.5M 0.47% +7,071 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,851 $4.49M 0.37% -25 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 7,851 $4.49M 0.28% +4,318 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 7,829 $4.48M 1.13% -42 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,824 $4.48M 0.09% -224 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,819 $4.47M 0.47% +1,342 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,813 $4.47M 3.25% -449 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 8,330 $4.47M 4.72% +1,518 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,806 $4.47M 0.54% +1,119 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,802 $4.46M 0.32% -1,468 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,792 $4.46M 1% -288 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,791 $4.46M 1.64% +1,025 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,785 $4.45M 0.24% +1,980 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,784 $4.45M 2.37% -175 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 7,767 $4.44M 1.39% +637 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,762 $4.44M 0.65% +527 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 7,744 $4.43M 1.75% -91 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,179 $4.43M 0.43% +222 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,732 $4.42M 0.62% +742 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,718 $4.42M 1.51% +664 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,710 $4.41M 1.27% +92 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,699 $4.4M 1.69% -21 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 7,674 $4.39M 3.78% -57 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 7,674 $4.39M 1.08% +422 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,672 $4.39M 0.8% -314 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,671 $4.39M 1.31% +2,627 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 7,664 $4.38M 2.34% -521 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,660 $4.38M 0.54% +26 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,654 $4.38M 0.15% +54 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,652 $4.38M 0.54% +674 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,629 $4.36M 0.19% +987 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,622 $4.36M 0.24% -54 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 7,607 $4.35M 5.35% -87 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 7,600 $4.35M 1.7% 0 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 7,593 $4.34M 0.79% -10,159 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,588 $4.34M 0.41% +1,446 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 7,586 $4.34M 2.89% -117 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 7,586 $4.34M 1.21% +176 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,573 $4.33M 0.98% +1,341 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,569 $4.33M 0.53% +2,595 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 7,565 $4.33M 2.9% -15 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 7,563 $4.33M 0.44% +276 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 7,542 $4.31M 1.28% -314 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 7,501 $4.29M 2.73% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,454 $4.29M 1.36% -1,680 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,489 $4.28M 1.21% +192 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 7,488 $4.28M 2.65% -35 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 7,485 $4.28M 0.95% +535 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 7,479 $4.28M 0.41% +1,579 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,463 $4.27M 0.43% -307 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 7,462 $4.27M 0.44% +1,963 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 7,442 $4.26M 0.42% -118 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,433 $4.25M 1.73% +557 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,433 $4.25M 0.86% +16 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,417 $4.24M 0.97% +64 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 7,414 $4.24M 0.24% +527 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,392 $4.23M 0.59% +726 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,392 $4.23M 1.32% +67 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 7,383 $4.22M 1.25% +3,766 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,349 $4.2M 1.32% +3 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,340 $4.2M 3.15% +245 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 7,339 $4.2M 0.77% +40 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 7,328 $4.19M 2.17% -2,442 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,323 $4.19M 0.66% +1,147 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,320 $4.19M 0.14% +39 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,318 $4.19M 0.7% +151 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,288 $4.17M 0.32% +85 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 7,280 $4.17M 0.19% +1,872 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 7,278 $4.16M 0.16% -1,647 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,277 $4.16M 1.04% +1,469 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,269 $4.16M 0.27% -176 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,266 $4.16M 0.61% -2,630 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 7,261 $4.15M 0.95% +109 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,260 $4.15M 0.24% +120 13F-HR Timeline Group Carroll Investors, Inc More: the full row for Carroll Investors, Inc 7,245 $4.15M 2.22% +2,465 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,244 $4.14M 1.16% +422 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,242 $4.14M 1.03% +143 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 7,238 $4.14M 0.62% +507 13F-HR/A Timeline First Interstate Bank More: the full row for First Interstate Bank 7,233 $4.14M 0.23% +18 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,225 $4.13M 1.71% +1,886 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,211 $4.13M 0.94% +2,113 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 7,210 $4.13M 1.83% +113 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,183 $4.11M 1.42% +770 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,167 $4.1M 0.42% +1,319 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,161 $4.1M 0.29% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,154 $4.09M 0.3% -235 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,154 $4.09M 0.09% -661 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 6,076 $4.08M 2.72% +73 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,123 $4.08M 1.16% +1,031 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,585 $4.07M 1.46% +20 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,109 $4.07M 2.22% +338 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,102 $4.06M 0.39% +1,419 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,090 $4.06M 0.31% -40 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,074 $4.05M 0.16% -1,051 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,048 $4.03M 0.86% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 7,034 $4.02M 1.88% -535 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,011 $4.01M 0.88% -50 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 6,987 $4M 1.19% +782 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,980 $3.99M 1.79% -98 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,978 $3.99M 0.4% -123 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,977 $3.99M 0.5% -159 13F-HR/A Timeline Group Field & Main Bank More: the full row for Field & Main Bank 6,977 $3.99M 1.16% -28 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,970 $3.99M 0.11% +419 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,959 $3.98M 1.29% -102 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 6,956 $3.98M 4.58% -2,320 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 6,950 $3.98M 5.63% 0 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 6,949 $3.98M 0.22% -88,222 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,948 $3.98M 0.45% +19 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 6,942 $3.97M 1.44% +953 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,926 $3.96M 0.38% +1,992 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 6,924 $3.96M 1.03% -3,227 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 6,912 $3.96M 2.11% +44 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,922 $3.96M 0.21% +1,006 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,919 $3.96M 0.58% -37 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,912 $3.95M 0.29% -403 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,895 $3.94M 0.08% -233 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,892 $3.94M 1.42% -70 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,883 $3.94M 1.34% +742 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,873 $3.93M 0.94% +22 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,857 $3.92M 1.49% -551 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 6,855 $3.92M 1.17% +417 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,848 $3.92M 0.21% +617 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 6,846 $3.92M 0.82% +507 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6,838 $3.91M 2.5% +2,225 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 6,827 $3.91M 2.87% -89 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,823 $3.9M 1.51% -785 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,819 $3.9M 0.72% +2,540 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 6,816 $3.9M 1.41% +334 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 6,793 $3.89M 0.69% -7 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,787 $3.88M 1.97% +393 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,770 $3.87M 1.17% +1,538 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 6,767 $3.87M 2.37% -38 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,792 $3.87M 0.21% -17,249 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,754 $3.86M 2.12% +566 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,750 $3.86M 4.65% +112 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,745 $3.86M 0.98% +1,308 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,734 $3.85M 1.95% -195 13F-HR Timeline Group Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,729 $3.85M 1.58% +346 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,726 $3.85M 1.68% -216 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,714 $3.84M 0.54% -5,049 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,713 $3.84M 0.72% +607 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,706 $3.84M 0.23% +68 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,702 $3.83M 0.18% +216 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,802 $3.83M 0.35% +51 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,693 $3.83M 1.08% +6 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,691 $3.83M 1.5% -43 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,675 $3.82M 0.48% +376 13F-HR Timeline SWS Partners More: the full row for SWS Partners 6,664 $3.81M 0.94% +2,096 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,655 $3.81M 0.37% -145 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,644 $3.8M 1.36% +869 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,635 $3.8M 1.09% +570 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,632 $3.79M 2.58% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,613 $3.78M 0.21% +524 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,599 $3.78M 0.39% -790 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 6,599 $3.78M 2.69% 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 6,589 $3.77M 0.29% +5,605 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,570 $3.76M 0.78% +11 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,563 $3.76M 0.37% +3 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,561 $3.75M 1.22% +698 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,550 $3.75M 1.7% -29 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,542 $3.74M 0.33% +1,009 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 6,533 $3.74M 1.23% -1,011 13F-HR Timeline Engle Capital Management, L.P. More: the full row for Engle Capital Management, L.P. 6,500 $3.72M 1.27% -10,471 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,497 $3.72M 1.42% +420 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 6,490 $3.71M 2.32% -194 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,486 $3.71M 1.99% -804 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 6,474 $3.7M 1.93% -502 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 6,471 $3.7M 2.02% -74 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,468 $3.7M 2.81% -2 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 6,467 $3.7M 2.24% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,045 $3.7M 0.61% -815 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,458 $3.69M 2.08% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,432 $3.68M 1.5% +266 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,432 $3.68M 0.94% +280 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 6,430 $3.68M 0.77% -631 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 6,426 $3.68M 1.11% new 13F-HR Timeline Alpine Investment Management Ltd More: the full row for Alpine Investment Management Ltd 6,420 $3.67M 1.78% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,396 $3.66M 1.12% +135 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,393 $3.66M 0.95% -298 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 6,386 $3.65M 0.95% +3,563 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,375 $3.65M 0.58% +484 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 6,374 $3.65M 0.28% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,368 $3.64M 0.19% +150 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 6,358 $3.64M 1.74% +5,557 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 6,353 $3.63M 1.07% +385 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 6,343 $3.63M 0.99% +354 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,326 $3.62M 1.04% +108 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,502 $3.62M 2.58% 0 13F-HR Timeline Frisch Financial Group, Inc. 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