Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,685 $3.61M 1.75% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,662 $3.6M 0.56% -109 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 10,659 $3.6M 3.41% +408 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,580 $3.57M 0.37% +65 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,570 $3.57M 0.29% -332 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,539 $3.56M 0.07% -130 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 10,524 $3.56M 0.12% -32,816 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 10,524 $3.56M 0.1% -4,707 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,501 $3.55M 0.15% +2,956 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,430 $3.52M 0.84% +615 13F-HR Timeline Kultura Capital Management LP More: the full row for Kultura Capital Management LP 10,350 $3.5M 3.19% +2,350 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,328 $3.49M 0.74% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,319 $3.49M 1.57% +725 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,316 $3.49M 0.05% +3,687 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,288 $3.48M 0.27% +5,508 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,298 $3.45M 0.21% +4 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,168 $3.44M 0.85% -6,160 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,134 $3.42M 0.14% +1,930 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 10,120 $3.42M 2.94% +985 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 10,040 $3.39M 2.21% new 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 10,001 $3.38M 0.5% 0 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 10,000 $3.38M 18.11% new 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 10,000 $3.38M 0.5% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 9,994 $3.38M 0.29% -38,888 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,981 $3.37M 0.11% -6,110 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,929 $3.35M 0.06% -12,719 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 9,889 $3.34M 0.55% +26 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 9,887 $3.34M 1.41% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,850 $3.33M 0.77% -251 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,801 $3.31M 0.18% -460 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,770 $3.3M 1.33% -364 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 9,717 $3.28M 1.17% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 9,709 $3.28M 0.07% -1,045 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 9,683 $3.27M 0.08% +2,901 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 9,678 $3.27M 0.75% -8,793 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,650 $3.26M 0.41% +326 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,643 $3.26M 0.18% +1,979 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,635 $3.26M 0.06% -3,016 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 9,618 $3.25M 0.85% -3,002 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,610 $3.25M 0.71% -5,499 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 9,600 $3.24M 0.09% -100 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 9,572 $3.23M 0.53% +5,038 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,541 $3.22M 0.12% +2,158 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 9,528 $3.22M 2.13% -701 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 9,526 $3.22M 0.85% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 9,522 $3.22M 1.26% -521 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,513 $3.21M 0.95% +211 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 9,510 $3.21M 0.64% -1,370 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 9,748 $3.2M new Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,432 $3.19M 0.85% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,394 $3.17M 0.44% +828 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,393 $3.17M 0.34% +2,444 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,380 $3.17M 0.14% -228 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 9,379 $3.17M 1.79% +433 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,370 $3.17M 0.07% +421 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,909 $3.16M 1.88% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,358 $3.16M 0.22% +710 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,357 $3.16M 1.17% -810 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,348 $3.16M 0.24% new 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 9,216 $3.11M 3.52% -1,014 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,203 $3.11M 0.08% +713 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 7,360 $3.1M 2.69% -448 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 9,151 $3.09M 2.8% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,150 $3.09M 0.44% +893 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 9,137 $3.09M 0.53% -5,266 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 9,057 $3.06M 1.17% -3,800 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,049 $3.06M 0.02% -1,476 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,045 $3.06M 0.2% +10 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 9,019 $3.05M 1.37% -292 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 8,996 $3.04M 0.05% -197 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 8,995 $3.04M 2.56% +4,310 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,992 $3.04M 0.06% -1,333 13F-HR Timeline Perseverance Asset Management Internati… in group Perseverance Asset Management… More: the full row for Perseverance Asset Management International 8,975 $3.03M 0.33% new 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,959 $3.03M 0.53% -629 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,954 $3.02M 0.13% -38,068 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 8,951 $3.02M 0.86% -1,037 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 8,950 $3.02M 1.47% 0 13F-HR Timeline Group Dedeker Financial LLC More: the full row for Dedeker Financial LLC 8,946 $3.02M 2.63% +108 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,936 $3.02M 0.27% +824 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 8,926 $3.02M 1.82% -1,636 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,918 $3.01M 0.52% +37 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,898 $3.01M 0.12% +884 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,889 $3M 0.21% +197 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,863 $2.99M 0.17% -9,181 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,855 $2.99M 0.71% +3,999 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,855 $2.99M 0.38% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,834 $2.98M 0.04% -10,997 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,768 $2.96M 0.07% -207 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,710 $2.94M 0.04% +5,407 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 8,699 $2.94M 3.78% -8,172 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 8,652 $2.92M 0.53% -22 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 8,631 $2.92M 2.24% +253 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,626 $2.91M 0.98% +4,373 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,566 $2.89M 0.11% -625 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,547 $2.89M 0.02% -963 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 8,542 $2.89M 0.63% -747 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 8,540 $2.89M 1.32% -61 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 8,533 $2.88M 0.8% -1,392 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 8,500 $2.87M 0.33% new 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 8,485 $2.87M 0.27% -621 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 8,485 $2.87M 0.71% +1,934 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,484 $2.87M 0.03% +415 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,477 $2.86M 1.16% -1,180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 8,472 $2.86M 1.43% -1,188 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 8,432 $2.85M 0.08% -1,174 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,411 $2.84M 0.2% -2,720 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,399 $2.84M 0.51% -33,607 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,357 $2.82M 0.19% -562 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 8,310 $2.81M 1.03% new 13F-HR Timeline Genoa Capital Gestora de Recursos Ltda. More: the full row for Genoa Capital Gestora de Recursos Ltda. 8,299 $2.8M 2.37% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,295 $2.8M 1.55% -3,581 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 8,290 $2.8M 0.27% -24,030 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 8,288 $2.8M 0.86% -611 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. 8,280 $2.8M 0.18% -15,488 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 8,228 $2.78M 1.2% -470 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 8,188 $2.77M 2.37% +740 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,162 $2.76M 0.35% -2,795 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,160 $2.76M 0.21% -10,069 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,158 $2.76M 0.03% -209 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,253 $2.76M 0.59% +115 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 8,150 $2.75M 1.51% +332 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,133 $2.75M 0.47% -14,050 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,076 $2.73M 0.62% -1,478 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,963 $2.69M 0.67% -566 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 7,945 $2.68M 0.99% -4,931 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,863 $2.66M 0.6% new 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 7,867 $2.66M 0.68% +366 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,842 $2.65M 0.05% +3,645 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 7,811 $2.64M 0.25% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,768 $2.62M 0.25% +7,615 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,737 $2.61M 0.13% +1,337 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,717 $2.61M 0.85% -1,054 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,710 $2.6M 1.02% -3,708 13F-HR Timeline Alpine Investment Management Ltd More: the full row for Alpine Investment Management Ltd 7,700 $2.6M 1.26% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,692 $2.6M 0.15% -102 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,686 $2.6M 0.59% -793 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,623 $2.58M 0.21% -40 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,603 $2.57M 0.14% +1,805 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,600 $2.57M 0.72% -2,400 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,573 $2.56M 0.48% -4,481 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 7,568 $2.56M 1.26% -3,121 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 7,562 $2.55M 0.6% -159 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,561 $2.55M 0.03% +816 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,540 $2.55M 0.08% -515 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,513 $2.54M <0.01% +717 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 7,505 $2.54M 1.61% -670 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,497 $2.53M 0.19% +627 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,481 $2.53M 0.29% -108 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 7,473 $2.52M 1.09% +300 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 7,415 $2.51M 4.71% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,386 $2.5M 0.06% -39 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,346 $2.48M 0.14% +885 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,332 $2.48M 0.5% +2,209 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,328 $2.48M 0.87% +1,538 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,322 $2.47M 0.6% -531 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,292 $2.46M 0.13% -1,099 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,271 $2.46M 0.84% +1,855 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 7,268 $2.46M 0.65% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,260 $2.45M 1.02% +223 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,240 $2.45M 0.04% +1,442 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,233 $2.44M 0.08% -1,269 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,217 $2.44M 0.42% -94 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 7,216 $2.44M 1.94% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,206 $2.43M 0.29% +1,057 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 7,183 $2.43M 0.95% +5,933 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 7,181 $2.43M -53 Timeline FCG Investment Co More: the full row for FCG Investment Co 7,178 $2.43M 1.06% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,174 $2.42M 0.08% -3,728 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,119 $2.41M 0.73% +137 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 7,116 $2.4M 0.73% +6 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,115 $2.4M 1.09% +2,294 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,089 $2.39M 0.61% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,076 $2.39M +3,915 Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 7,066 $2.39M 0.13% +6,785 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 7,064 $2.39M 1.82% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,037 $2.38M 0.06% -3,265 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,030 $2.38M 0.72% +200 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,016 $2.37M 1% +6,516 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,000 $2.36M 0.23% -89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JW Asset Management, LLC More: the full row for JW Asset Management, LLC 7,000 $2.36M 0.97% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,985 $2.36M 0.25% +1,475 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,971 $2.36M +4,562 Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,964 $2.35M 1.04% +5,904 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,942 $2.35M 0.23% +5,268 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 6,900 $2.33M 0.18% new 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,888 $2.33M 0.71% +30 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,885 $2.33M 0.03% -180 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,877 $2.32M 0.26% -4,018 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6,868 $2.32M 0.84% -1,468 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,855 $2.32M 0.4% +2,515 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,848 $2.31M 0.03% +1,266 13F-HR/A Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,846 $2.31M 0.71% -2,160 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 6,809 $2.3M 0.4% -45,497 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 6,786 $2.29M 1.1% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,778 $2.29M 0.04% +4,474 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,772 $2.29M 0.13% +314 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,763 $2.28M 0.8% -1,582 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,739 $2.28M 0.74% +2,888 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,738 $2.28M 0.04% +2,530 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,859 $2.27M 0.85% -118 13F-HR Timeline