AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,487 $296K 0.01% -184 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,476 $295K 0.06% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,468 $295K 0.01% +100 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,468 $295K 0.1% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,465 $294K 0.02% -4 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,463 $294K 0.12% -84 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,435 $292K 0.02% +945 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,432 $292K 0.07% -34 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,431 $292K 0.08% -431 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. 3,428 $291K 0.02% -58,525 13F-HR Timeline Group BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 3,426 $291K 0.04% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,394 $288K 0.01% -2,541 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,393 $288K 0.02% +528 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,382 $287K 0.02% -438 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,378 $287K 0.02% +167 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,368 $286K 0.1% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,335 $283K 0.07% -789 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,332 $283K <0.01% +222 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,315 $282K 0.19% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,299 $280K 0.02% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,294 $280K 0.13% 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,286 $279K 0.16% 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,282 $279K 0.01% 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,281 $279K 0.05% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,271 $278K 0.01% +276 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,264 $277K 0.01% -338 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,262 $277K 0.03% +781 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,254 $276K 0.1% +138 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,250 $276K 0.03% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,239 $275K 0.02% +221 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,237 $275K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,208 $273K 0.03% +64 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,195 $272K 0.3% +58 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,193 $271K 0.04% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,187 $271K 0.17% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,184 $271K 0.08% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,179 $270K 0.06% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,167 $269K 0.02% -1,138 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,167 $269K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,166 $269K 0.01% +155 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,247 $268K 0.02% +316 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,151 $268K <0.01% -192 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 3,125 $266K 0.15% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,116 $265K 0.02% new 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,113 $265K 0.02% -23 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,106 $264K <0.01% +66 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,094 $263K 0.01% +51 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,493 $262K 0.02% 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,082 $262K 0.03% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,081 $262K 0.13% +67 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,064 $260K 0.2% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,043 $259K 0.01% +302 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,036 $258K 0.06% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,025 $257K 0.14% -1,931 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,023 $257K 0.19% +203 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,008 $256K 0.1% -2,272 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,001 $255K 0.03% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,997 $255K <0.01% -45,477 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,983 $253K 0.01% +10 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,970 $252K 0.2% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,968 $252K 0.06% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,945 $250K 0.18% 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,941 $250K 0.08% 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,928 $249K 0.07% +400 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,924 $248K 0.01% -662 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,995 $248K <0.01% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,911 $247K 0.02% +211 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,909 $247K 0.01% -1,228 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 2,894 $246K 1.95% 13F-HR Timeline Group Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,893 $246K 0.25% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,892 $246K 0.04% +73 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,866 $244K 0.01% -286 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,859 $243K 0.01% -2,440 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,835 $241K 0.05% -127 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,784 $237K 0.02% +25 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,778 $236K 0.03% -81 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,775 $236K 0.07% +104 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,764 $235K 0.14% +4 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,763 $235K 0.01% -187 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 2,746 $233K 0.13% +204 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,187 $233K 0.05% -33 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,734 $232K 0.14% +224 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,728 $232K 0.09% -300 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,725 $232K 0.02% -127 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,720 $231K 0.06% +223 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,719 $231K <0.01% +2,641 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,718 $231K <0.01% -174 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,700 $229K 0.05% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 2,699 $229K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,789 $229K 0.1% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,690 $229K 0.01% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,680 $228K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,669 $227K <0.01% +716 13F-HR/A Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,654 $226K 0.09% +249 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,631 $224K 0.01% +56 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,826 $223K 0.03% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,820 $222K 0.07% +2,215 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,603 $221K 0.06% -8 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,599 $221K 0.05% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,567 $218K 0.05% +52 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,558 $217K 0.02% +18 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,539 $216K <0.01% -2,952 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,619 $216K 0.06% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,530 $215K 0.14% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,509 $213K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,488 $211K 0.09% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,423 $210K 0.06% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,466 $210K 0.01% -243 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,463 $209K 0.02% -837 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,462 $209K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,461 $209K 0.01% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,452 $208K 0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,447 $208K 0.04% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,440 $207K 0.03% -499 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,517 $207K 0.1% +121 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,427 $206K 0.17% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,415 $205K 0.05% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,415 $205K 0.04% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,413 $205K 0.12% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,410 $205K 0.02% -217 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,405 $204K 0.05% -533 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,441 $203K 0.03% -1,867 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,385 $203K 0.06% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,368 $201K 0.04% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,355 $200K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,327 $198K 0.02% -207 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,325 $198K 0.01% -1,052 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,324 $197K 0.02% -1,716 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,304 $196K 0.15% +2,263 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,300 $195K 0.05% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,300 $195K 0.12% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,224 $189K 0.02% +11 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,103 $186K <0.01% +730 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,182 $185K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,137 $182K 0.01% -384 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,048 $174K 0.01% -142 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,011 $171K 0.01% +67 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,967 $167K 0.04% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,867 $159K 0.01% +1,088 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,833 $156K <0.01% +267 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,824 $155K 0.02% -51 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,807 $154K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,760 $150K <0.01% -5,179 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,723 $146K 0.19% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,720 $146K 0.04% -20 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,704 $145K <0.01% +1 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,675 $142K 0.07% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,650 $140K 0.11% +450 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,610 $137K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,554 $132K 0.1% +188 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,550 $131K 0.04% -13,079 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,524 $130K 0.02% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,519 $129K 0.03% new 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 1,510 $128K <0.01% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 1,490 $127K 0.03% +1,276 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,449 $123K 0.04% -30 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,400 $119K <0.01% +186 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,360 $116K 0.01% -799 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,314 $112K 0.02% -116 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,285 $109K 0.01% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,272 $108K 0.08% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,232 $105K 0.01% 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,215 $103K 0.06% -597 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,212 $103K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,183 $101K 0.04% +183 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,160 $98.6K 0.02% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,152 $97.9K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,116 $94.8K 0.06% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,108 $94.2K 0.01% -10 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,104 $93.8K <0.01% +29 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,093 $92.9K 0.01% -3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,080 $91.8K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,061 $90.2K 0.05% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,061 $90.2K 0.02% 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,058 $89.9K 0.05% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,056 $89.7K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,056 $89.7K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,024 $87K <0.01% -55 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $85K 0.03% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 990 $84.1K 0.01% -22 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 920 $78.2K 0.02% +351 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 900 $76.5K 0.06% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 894 $76K 0.01% -2,061 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 888 $75.5K 0.01% +201 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 863 $73.3K <0.01% +129 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 853 $72.5K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 750 $67.7K 0.01% +315 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 795 $67.6K 0.01% +233 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 766 $65.1K <0.01% -275 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 750 $63.7K 0.06% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 723 $61.4K 0.01% +542 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 723 $61.4K 0.02% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 717 $60.9K 0.02% +211 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 696 $60.6K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 713 $60.6K 0.05% -6,670 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 700 $59.5K 0.05% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 686 $58.3K 0.01% +23 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 672 $57.1K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 650 $55.2K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 650 $55.2K 0.02% 0 13F-HR Timeline