Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,462 $9.64M 0.61% +5,268 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 16,402 $9.6M 1.86% -173 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 16,371 $9.59M 0.18% +150 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,360 $9.58M 0.54% +708 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 15,890 $9.58M +367 Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 16,300 $9.54M 2.81% -1,900 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 16,291 $9.54M 2.73% +293 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 16,253 $9.52M 1.37% -325 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,222 $9.5M 4% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 16,174 $9.47M 1.73% -76 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16,165 $9.46M 1.02% -157 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 16,165 $9.46M -199 Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 12,812 $9.44M 1.07% -698 13F-HR Timeline 14B Captial Management LP More: the full row for 14B Captial Management LP 16,100 $9.43M 4.1% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 16,099 $9.43M 0.85% -222 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 16,082 $9.42M 1.06% -1,361 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 16,022 $9.38M +2,383 Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 16,000 $9.37M 2.23% -2,198 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 16,000 $9.37M 2% 0 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 16,000 $9.37M 3.29% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15,996 $9.37M 2% -127 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 15,891 $9.3M 1.11% +10 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 15,845 $9.28M 1.26% -517 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 15,825 $9.27M 6.19% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 15,772 $9.23M 1.93% +2,084 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 15,762 $9.23M 1.02% -123 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 15,725 $9.21M 1.66% +959 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,655 $9.17M 2.09% -3,241 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 15,598 $9.13M 3.35% +7,240 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 15,570 $9.12M 1.23% +7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15,554 $9.11M 0.6% +1,285 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,544 $9.1M 3.86% -482 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 15,538 $9.1M 1.96% 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 15,501 $9.08M 3.25% -3,013 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 15,500 $9.07M 2.38% +4,500 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 15,431 $9.04M 3.77% +2,301 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,400 $9.02M 2.06% -971 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,362 $8.99M 0.9% -400 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 15,357 $8.99M 2.28% -1,523 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 15,335 $8.98M 2.95% +1,033 13F-HR Timeline PEREGRINE INVESTMENT MANAGEMENT INC More: the full row for PEREGRINE INVESTMENT MANAGEMENT INC 15,280 $8.95M 5.19% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 15,273 $8.94M 2.08% -140 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 15,050 $8.9M 0.4% +639 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 15,186 $8.89M 4.6% -801 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 15,161 $8.88M 1.86% -1,887 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,049 $8.88M 2.11% -2,518 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 15,124 $8.86M 1.53% -276 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,067 $8.82M 0.74% +78 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 15,012 $8.79M 1.28% +753 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 15,004 $8.79M 1.61% -754 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 15,000 $8.78M 1.54% -15,662 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,975 $8.77M 0.4% +1,095 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,943 $8.75M 2.45% +246 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,915 $8.73M 0.48% +441 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,901 $8.72M 1.76% -46 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 14,895 $8.72M 2.27% -425 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 14,874 $8.71M 2.04% +120 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 14,863 $8.7M 1.43% +707 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,832 $8.68M 1.36% -242 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 14,811 $8.67M 1.02% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 14,800 $8.67M 1.54% -298 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,718 $8.62M 0.39% +1,210 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 14,709 $8.61M 3.13% -3,169 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 14,707 $8.61M 0.58% -1,273 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 14,671 $8.59M 0.05% -266 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 14,618 $8.56M 0.49% +1,631 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,592 $8.54M 0.84% +9,468 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 14,572 $8.53M 5.68% +4,404 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 14,560 $8.53M 0.77% +1,981 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,550 $8.52M 1.36% -935 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,544 $8.52M 0.32% +2,789 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 14,509 $8.5M 4.76% -210 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 14,480 $8.48M 1.81% -385 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 14,465 $8.47M 1.68% +613 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 14,422 $8.44M 1.95% +991 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 14,408 $8.44M 1.64% -10,585 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 14,411 $8.44M 0.9% -205 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 14,375 $8.42M 1.3% -210 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,218 $8.41M 0.74% +648 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,337 $8.39M 1.28% -14 13F-HR Timeline Chiron Investment Management, LLC More: the full row for Chiron Investment Management, LLC 14,324 $8.39M 2.79% +6,170 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 11,646 $8.38M 1.59% +483 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 14,300 $8.37M 4.11% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 14,277 $8.36M 1.94% +732 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 14,250 $8.34M 0.02% +850 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 13,821 $8.34M 5.25% +5,672 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 14,241 $8.34M 4.32% 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 14,177 $8.3M 4.23% +367 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 14,140 $8.28M 1.11% +1,910 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 14,106 $8.26M 1.74% -66 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 14,094 $8.25M 0.1% +49 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 14,073 $8.24M 7.02% 0 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,511 $8.22M 0.22% -443 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,040 $8.22M 0.19% -243 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,036 $8.22M 0.77% +236 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 14,000 $8.2M 1.47% -459 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 14,000 $8.2M 0.67% +190 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 13,999 $8.2M 4.78% +38 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,928 $8.16M 1.4% -417 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 13,907 $8.14M 3.36% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 13,904 $8.14M 3.68% -510 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 13,882 $8.13M 0.83% +3,962 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,861 $8.12M 1.39% -13 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 13,851 $8.11M 5.17% +397 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,850 $8.11M 1.06% +214 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 13,811 $8.09M 1.19% +206 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 13,810 $8.09M 0.92% +3,019 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 13,806 $8.08M 1.6% +1,031 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,787 $8.07M 0.49% +7,928 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 13,757 $8.05M 0.68% +6,434 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 13,740 $8.04M 7.94% 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 13,735 $8.04M 1.13% +7,069 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 13,710 $8.03M 4.6% -79 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 13,275 $8.03M 0.4% +590 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,703 $8.02M 0.98% +450 13F-HR Timeline Tenzing Global Management, LLC More: the full row for Tenzing Global Management, LLC 13,667 $8M 5.98% -83 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 13,610 $7.97M 0.69% +800 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 13,595 $7.96M 6.2% -24 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,518 $7.92M 1.47% +460 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 13,516 $7.91M 3.2% -70 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13,516 $7.91M 2.03% +2,183 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 13,480 $7.89M 0.75% -166 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 13,475 $7.89M 1.66% 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 13,445 $7.87M 2.15% +732 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,439 $7.87M 0.59% -213 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 13,430 $7.86M 1.41% -387 13F-HR/A Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 13,424 $7.86M 0.59% +7 13F-HR Timeline Calixto Global Investors, LP More: the full row for Calixto Global Investors, LP 13,367 $7.83M 25.51% -2,600 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 13,360 $7.82M 6.78% -2,876 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 10,730 $7.82M 2.09% +108 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 13,350 $7.82M 1.06% +373 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,324 $7.8M 2.14% +834 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 13,306 $7.79M 1.7% +356 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 13,304 $7.79M 2.78% +1,283 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 13,298 $7.79M 5.44% -50 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13,282 $7.78M 2.54% +11 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 13,246 $7.76M 1.85% -104 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,244 $7.75M 0.84% +1,324 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 13,207 $7.73M 0.18% +1,180 13F-HR/A Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 13,206 $7.73M 0.99% -32,830 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 13,178 $7.72M 0.21% +460 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12,365 $7.71M 0.44% +726 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 13,003 $7.69M 3.42% -794 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,124 $7.68M 0.62% -632 13F-HR/A Timeline RDA Financial Network More: the full row for RDA Financial Network 13,107 $7.67M 2.24% +369 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,076 $7.66M 0.74% +48 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 13,023 $7.63M 0.99% -4,331 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 12,975 $7.6M 2.35% +137 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 12,968 $7.59M 1.17% +378 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 12,957 $7.59M +10,538 Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,948 $7.58M 1.53% +356 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 12,946 $7.58M 5.66% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,943 $7.58M 2.3% +120 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 12,883 $7.54M 0.13% new 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 12,813 $7.5M 0.57% -622 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 12,802 $7.5M 1.98% -362 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,801 $7.5M 1.59% +2,923 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 12,800 $7.49M 1.18% 0 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 12,793 $7.49M 1.05% +1,540 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 12,746 $7.46M 2.4% -1,615 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 12,715 $7.44M 2.61% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,711 $7.44M 1.88% -187 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 12,706 $7.44M 4.28% +3,650 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 12,681 $7.42M 1.98% -227 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 12,644 $7.41M 1.03% +38 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 12,639 $7.4M 0.89% +103 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 12,633 $7.4M 0.94% -332 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,598 $7.38M 1.58% +6,708 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 12,580 $7.37M 4.34% 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 12,493 $7.32M 0.83% +2,069 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 12,481 $7.31M 9.78% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,457 $7.29M 0.09% -11,193 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 12,415 $7.27M 2.74% +109 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 12,413 $7.27M 2.19% -382 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 12,385 $7.25M 0.58% -148 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 12,372 $7.24M 1.81% -72 13F-HR Timeline Group Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 12,363 $7.24M 4.88% 0 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 12,307 $7.21M 2.32% -82 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 12,292 $7.2M 2.99% -82 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,275 $7.19M 0.33% -660 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,250 $7.17M 0.5% +792 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 12,234 $7.16M 1.05% +555 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,212 $7.15M 0.7% +729 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 12,040 $7.13M 4.24% -16 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 12,165 $7.12M 2.92% -352 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,116 $7.09M 0.95% +137 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 12,105 $7.09M 4.25% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 12,096 $7.08M 2.74% +76 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,054 $7.06M 1.33% +375 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,043 $7.05M 0.7% -328 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,985 $7.02M 0.51% +416 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 11,965 $7.01M 0.39% +289 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 11,963 $7M 4.43% 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 11,938 $6.99M 0.8% +1,433 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,416 $6.97M 0.23% +198 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,877 $6.95M -941 Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,868 $6.95M 1.36% +6,952 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 11,859 $6.94M 1.82% +10,230 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,852 $6.94M 0.38% +3,698 13F-HR/A Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,839 $6.93M 1.02% +172 13F-HR Timeline