OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,450 $3.86M 0.03% +1,712 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 18,355 $3.84M 0.99% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 18,351 $3.84M 0.14% -290 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 18,286 $3.82M 0.25% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,136 $3.79M 0.06% -4,743 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,122 $3.79M 0.15% -1,983 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18,097 $3.78M 0.05% +365 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 18,053 $3.77M 0.26% +32 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 18,042 $3.77M 0.4% -305 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 18,033 $3.77M 0.49% +799 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 10,066 $3.75M 0.24% -215,215 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 17,951 $3.75M 0.86% -674 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 17,951 $3.75M 0.34% +6,757 13F-HR Timeline Group Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 17,873 $3.74M 1.2% -300 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,770 $3.71M 0.15% -669 13F-HR/A Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 17,741 $3.71M 0.83% +283 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,739 $3.71M 0.07% +1,912 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 17,694 $3.7M 1.98% -590 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 17,684 $3.7M 0.05% +99 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 17,651 $3.69M 2.73% +3,416 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 17,409 $3.64M 0.96% -385 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17,403 $3.64M 0.09% -33,565 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 17,326 $3.62M 0.1% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,293 $3.61M 0.05% +9,172 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 17,278 $3.61M 0.72% -236 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 17,229 $3.6M 0.27% -9 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 17,165 $3.59M 1.01% +327 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 17,140 $3.58M 1.32% -135 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 17,126 $3.58M 0.39% -300 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 17,093 $3.57M 0.08% +5,459 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 17,058 $3.57M 0.03% -499 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 17,029 $3.56M 0.82% +318 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 17,000 $3.55M 0.18% -1,500 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 16,987 $3.55M 0.31% +704 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 16,925 $3.54M 1.76% -59 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 16,891 $3.53M 0.01% -2,499 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,785 $3.51M 0.19% -1,706 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 16,710 $3.49M 0.14% -24,590 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 16,683 $3.49M 1.25% -122 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,660 $3.48M 0.05% -504 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,491 $3.44M 0.53% +117 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 16,065 $3.44M 1.83% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,397 $3.43M 0.3% -273 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 16,353 $3.42M 0.43% -433 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 16,346 $3.42M 0.11% -1,598 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,280 $3.4M 0.01% -642 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 16,219 $3.39M 0.54% -1,957 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 16,168 $3.38M 0.06% +1,651 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,153 $3.38M 0.11% -1,172 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 16,113 $3.37M 0.45% +499 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,099 $3.37M 0.48% -7 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 16,081 $3.36M 0.26% -1,240 13F-HR Timeline Group Graphene Investments SAS More: the full row for Graphene Investments SAS 16,000 $3.34M 1.95% -3,200 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 16,000 $3.34M 1.29% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,974 $3.34M 0.21% -66 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 15,943 $3.33M +293 Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 15,698 $3.33M 0.67% -134 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 15,886 $3.32M 2.25% +3,625 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,767 $3.3M 0.47% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,759 $3.29M 0.07% +116 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,741 $3.29M 0.1% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 15,683 $3.28M 0.02% -12,520 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,659 $3.27M 0.1% +68 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15,630 $3.27M 1.5% -180 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,615 $3.26M 0.07% +100 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 15,590 $3.26M 0.02% +83 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 15,523 $3.25M 1.5% +1,143 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 15,505 $3.24M 0.17% +892 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 15,485 $3.24M 0.76% -62 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,551 $3.23M 0.09% +125 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 15,295 $3.2M 2.45% -580 13F-HR/A Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 15,224 $3.18M 0.47% +13,338 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,737 $3.17M 0.1% -878 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,137 $3.16M 0.03% +339 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,112 $3.16M 0.06% -3,474 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,084 $3.15M 0.15% -202 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 15,004 $3.14M 1.06% +1 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 15,000 $3.14M 0.07% -3,000 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 14,963 $3.13M 0.4% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 14,879 $3.11M 0.04% +6,604 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,865 $3.11M 0.19% +188 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 14,859 $3.11M 0.14% +42 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 14,839 $3.1M 0.74% +6,865 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 14,787 $3.09M 0.04% -13,281 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,784 $3.09M 0.12% -135 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 14,783 $3.09M 0.68% -284 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,757 $3.08M 0.03% +1,570 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,730 $3.08M 0.12% +6,797 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 14,722 $3.08M 0.25% +850 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 14,698 $3.07M 0.11% +3,917 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 14,689 $3.07M 0.19% +348 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 14,625 $3.06M 0.95% -250 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 14,622 $3.06M 0.27% -566 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,583 $3.05M 0.57% +1,932 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 14,583 $3.05M +866 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,476 $3.03M 0.06% +655 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14,460 $3.02M 0.16% -1,331 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 14,450 $3.02M 1.18% +500 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 14,447 $3.02M 0.91% -2,334 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,380 $3.01M 0.1% -8,694 13F-HR Timeline Group SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 14,355 $3M 2.64% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,344 $3M 0.64% -330 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 14,335 $3M 1.78% -1,926 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 14,325 $2.99M -414 Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 14,315 $2.99M <0.01% +5,017 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,316 $2.99M 0.03% -1,080 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,301 $2.99M 0.14% +1,971 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 14,275 $2.98M 1.43% -300 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,179 $2.96M 0.6% -471 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,162 $2.96M 0.39% -1,945 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 14,117 $2.95M 0.33% -1,007 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,072 $2.94M 0.29% +591 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 14,022 $2.93M 1.02% -1,108 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 13,999 $2.93M 0.45% +73 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13,978 $2.92M 0.9% +314 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 13,974 $2.92M 0.66% +158 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,952 $2.92M 0.04% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,460 $2.9M 0.06% +1,546 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 13,760 $2.88M 0.93% +776 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,750 $2.87M 0.16% +10,140 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 13,738 $2.87M 0.11% -55,263 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,658 $2.86M 0.17% -804 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,651 $2.85M 0.29% +3,756 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 13,629 $2.85M 0.64% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 13,620 $2.85M 0.75% -727 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 13,593 $2.84M 0.18% +167 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 13,585 $2.84M 0.21% -1,710 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 13,538 $2.83M 0.2% +173 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 13,500 $2.82M 0.06% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,368 $2.79M 0.03% +781 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,358 $2.79M 0.17% -421 13F-HR/A Timeline Axxion S.A. More: the full row for Axxion S.A. 13,267 $2.77M 0.2% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 13,169 $2.75M 0.47% +70 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,120 $2.74M 0.09% +561 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,084 $2.74M 0.15% +121 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,070 $2.73M 0.06% +272 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,057 $2.73M 0.24% +1,579 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,985 $2.71M 0.18% -305 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 12,967 $2.71M 0.58% +66 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 12,896 $2.7M 0.39% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,882 $2.69M 0.1% 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 12,874 $2.69M 1.69% +1,335 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,807 $2.67M 0.4% +6,160 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12,773 $2.67M 0.12% -2,690 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 12,755 $2.67M 0.06% +465 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,734 $2.66M 0.08% +651 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,680 $2.65M 0.1% -96 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,675 $2.65M 0.13% +343 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 12,635 $2.64M 0.01% 0 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 12,612 $2.64M 0.74% -219 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 12,602 $2.63M 0.95% -446 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,594 $2.63M 0.02% +1,860 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,555 $2.62M 0.43% +2,219 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,519 $2.62M 0.37% -140 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,479 $2.61M 0.04% +510 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,404 $2.59M 0.32% +2,208 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,376 $2.59M 0.04% -10,438 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 12,289 $2.57M 0.64% +7,021 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,270 $2.56M 0.06% +3,323 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,264 $2.56M 0.2% +4,809 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 12,237 $2.56M 0.24% -505 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 12,222 $2.55M 0.54% +59 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,212 $2.55M 0.33% -29 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 15,500 $2.55M 0.8% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 12,153 $2.54M 1.36% -1,844 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,125 $2.53M 0.29% +687 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,036 $2.52M 0.13% -58 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 12,034 $2.52M 0.21% -860 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 11,949 $2.5M 0.1% +58 13F-HR Timeline PMC FIG Opportunities LLC More: the full row for PMC FIG Opportunities LLC 11,946 $2.5M 4.01% new 13F-HR Timeline TLWM More: the full row for TLWM 11,940 $2.5M 0.41% -142 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,897 $2.49M 0.14% +1,221 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 11,871 $2.48M 0.19% +2,914 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 11,860 $2.48M 0.05% -34,983 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,850 $2.48M 0.14% +8,094 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 11,820 $2.47M 0.26% +7,250 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,803 $2.47M 0.15% +6,113 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 11,697 $2.45M 0.03% 0 13F-HR Timeline Group A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 11,655 $2.44M 1.56% -2,976 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,635 $2.43M 0.05% -2,048 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 11,300 $2.42M 0.37% 0 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,528 $2.41M 0.55% +344 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,479 $2.4M 0.15% -834 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,325 $2.39M 0.26% +667 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,741 $2.39M 0.22% -125 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,400 $2.38M 0.44% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 11,300 $2.36M 0.75% +412 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,299 $2.36M 0.11% +302 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 11,285 $2.36M 0.07% +3,151 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,201 $2.34M 0.22% -10,002 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,184 $2.34M 0.14% -208 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 11,169 $2.33M 1.38% -173 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,050 $2.33M 0.14% +2,403 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 11,160 $2.33M 0.42% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,102 $2.32M 0.12% -217 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 11,077 $2.32M 0.8% +4,128 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,070 $2.31M 0.19% +2,039 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,021 $2.31M 0.06% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,043 $2.31M 0.04% -7,094 13F-HR Timeline Group BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 11,023 $2.3M 0.1% new 13F-HR Timeline