Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,295 $3.8M 0.47% -126 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,293 $3.8M 0.85% -1,378 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,290 $3.8M 0.12% -5 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,287 $3.79M 0.18% -211 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,283 $3.79M 0.57% +246 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,265 $3.77M 1.12% +226 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,829 $3.77M 1.26% -795 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,266 $3.77M 0.66% -1,291 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,257 $3.76M 0.92% -405 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,257 $3.76M 1.71% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,254 $3.76M 0.77% +25 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,273 $3.76M 0.07% -20,834 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 3,234 $3.73M 1.08% -4,094 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,233 $3.73M 3.27% -701 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,232 $3.73M 0.9% +2,622 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,220 $3.72M 1.15% -2,530 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,220 $3.72M 1.01% -1,039 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,213 $3.71M 0.73% -1,273 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,212 $3.71M 0.1% -1,745 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,203 $3.7M 1.56% -31 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,200 $3.69M 0.29% -864 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,453 $3.69M 0.2% +155 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,192 $3.68M 0.88% +2,288 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,178 $3.67M 0.16% +340 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,178 $3.67M 1.72% +1,763 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,177 $3.67M 1.06% -365 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,176 $3.67M 4.37% +58 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,162 $3.65M 0.17% +844 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,158 $3.65M 3.31% -1,502 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,156 $3.64M 2.48% -245 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,156 $3.64M 0.76% +214 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,148 $3.63M 0.05% -507 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,148 $3.63M 0.59% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,143 $3.63M 0.16% +1,238 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 3,133 $3.62M 2.25% -6,395 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,126 $3.61M 0.37% +576 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,125 $3.61M 0.98% -375 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,118 $3.6M 0.01% -746 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,108 $3.59M 0.1% -588 13F-HR/A Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,108 $3.59M 1.85% +1,698 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,103 $3.58M 1.81% -174 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,101 $3.58M 2.11% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,088 $3.56M 0.95% -889 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,086 $3.56M 0.39% +1,598 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,080 $3.56M 2.02% -5 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,065 $3.54M 0.62% +576 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,063 $3.54M 1.01% +150 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,053 $3.52M 0.47% -151 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,009 $3.52M 1.88% +25 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,038 $3.51M 0.3% -744 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,037 $3.51M 0.36% -846 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,036 $3.5M 0.21% +665 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,034 $3.5M 1.11% +854 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,034 $3.5M 0.4% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,021 $3.49M -431 Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,017 $3.48M 0.39% -146 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,009 $3.47M 0.21% +1,275 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,006 $3.47M 0.38% -5,849 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,112 $3.47M 0.51% +1,429 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,001 $3.46M 0.09% +903 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,000 $3.46M 1.5% -1,236 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 3,000 $3.46M 0.13% new 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,000 $3.46M 1.25% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,989 $3.45M 0.37% -1,104 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,983 $3.45M 0.14% +151 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,980 $3.44M 0.71% +9 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,978 $3.44M 2.28% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 2,978 $3.44M -54,113 Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,972 $3.43M 0.83% -111 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 2,972 $3.43M 2.06% -5,727 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,968 $3.43M 0.28% +489 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,958 $3.41M 0.36% +108 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,957 $3.41M 1.87% +23 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,955 $3.41M 0.59% +1,952 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,955 $3.41M 0.32% +475 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,948 $3.4M 0.27% -124 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,947 $3.4M 0.1% -233 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 2,933 $3.39M 0.14% -15,968 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,929 $3.38M 0.16% -57 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,913 $3.36M 1.95% +4 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,909 $3.36M 0.43% -548 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,891 $3.34M 0.18% +1,231 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,890 $3.34M 1.09% -940 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,889 $3.33M 2.22% +45 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,887 $3.33M 0.36% +476 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,880 $3.32M 0.2% -573 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,875 $3.32M 0.44% +106 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,870 $3.31M 1.08% -504 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,869 $3.31M 0.14% +288 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,852 $3.29M 0.92% +50 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,849 $3.29M 0.01% +918 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,842 $3.28M 0.21% -5,569 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,839 $3.28M 0.19% +74 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,838 $3.28M 0.12% +1,281 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,838 $3.28M 0.86% +29 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,835 $3.27M 0.4% -25 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,832 $3.27M 0.11% +788 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,831 $3.27M 0.05% +658 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,829 $3.27M 2.23% +70 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,829 $3.27M 0.82% -3,333 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,825 $3.26M 1.07% -33 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,819 $3.25M 1.18% +533 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,816 $3.25M 0.52% -516 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,811 $3.24M 2.03% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,807 $3.24M 0.81% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,807 $3.24M 0.31% -67 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,800 $3.23M 0.51% +18 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,798 $3.23M 0.42% -57 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 2,798 $3.23M 1.74% +2,161 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,796 $3.23M 0.29% +2,389 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,793 $3.22M 0.79% +318 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,790 $3.22M 0.15% -2,508 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,811 $3.21M 0.21% +1,572 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 2,782 $3.21M 1.5% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,770 $3.2M 0.62% +955 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,763 $3.19M 1.23% +297 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,757 $3.18M 1.74% -18 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,753 $3.18M 1.45% -269 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,750 $3.17M 0.98% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,748 $3.17M 0.59% +1 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,748 $3.17M 1.93% +210 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,744 $3.17M 1.29% +39 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,734 $3.16M 0.25% +202 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,734 $3.16M 0.52% -3,754 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,733 $3.16M 0.32% -149 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,726 $3.15M 0.87% -115 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 2,724 $3.14M 0.47% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,723 $3.14M 0.67% -448 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,723 $3.14M 1.73% -143 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,723 $3.14M 1.24% +738 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,713 $3.13M 0.27% +447 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,710 $3.13M 1.31% +560 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,695 $3.11M 0.63% -2,230 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,687 $3.1M 0.41% +141 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,681 $3.09M 0.56% -990 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,680 $3.09M 0.7% +1,120 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,670 $3.08M 0.26% +203 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,669 $3.08M 0.41% -147 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 2,667 $3.08M 0.23% +1,377 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,661 $3.07M 0.18% -3 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,654 $3.06M 0.65% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,651 $3.06M 0.21% +1,782 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,651 $3.06M 0.86% +2,000 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,649 $3.06M 0.55% +133 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,648 $3.06M 0.12% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,646 $3.05M 0.44% +519 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,644 $3.05M 0.33% +179 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,640 $3.05M 0.36% -30 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,638 $3.05M 1.38% +1,279 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,637 $3.04M 1.09% new 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 2,635 $3.04M 1.03% +600 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,632 $3.04M 0.04% +322 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,632 $3.04M 0.08% +1,823 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,629 $3.04M 0.3% +682 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,626 $3.03M 0.34% -654 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,625 $3.03M 2.82% -2,720 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,624 $3.03M 0.33% -253 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,618 $3.02M 0.41% +303 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,615 $3.02M 0.64% -346 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,612 $3.02M 0.69% -442 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 2,609 $3.01M 2.61% -53 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,640 $3.01M 0.16% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,602 $3.01M 0.07% +730 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,605 $3.01M 1.5% -2,745 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,603 $3M 2.4% -492 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,600 $3M 2.19% +82 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,597 $3M 0.04% +341 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,596 $3M 0.05% -128 13F-HR Timeline Group WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,594 $2.99M 1.47% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,589 $2.99M 2.06% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,575 $2.97M 0.6% +1,257 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,571 $2.97M 0.12% -1,128 13F-HR Timeline Group M.D. Sass, LLC More: the full row for M.D. Sass, LLC 2,567 $2.96M 0.2% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,565 $2.96M 0.05% -453 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,561 $2.96M 0.33% -1,041 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,559 $2.95M 0.42% +78 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,559 $2.95M 0.68% +345 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,558 $2.95M 0.64% -540 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,558 $2.95M 0.13% +1,281 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 2,557 $2.95M 0.66% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,544 $2.94M 0.01% -504 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 2,523 $2.91M 2.22% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,522 $2.91M 0.26% +318 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,522 $2.91M 0.39% +397 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,522 $2.91M 0.14% +1,045 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,519 $2.91M 0.16% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,505 $2.89M 0.37% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,503 $2.89M 0.89% +377 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,503 $2.89M 0.34% +14 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 2,500 $2.89M 0.6% new 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 2,499 $2.88M 1.02% 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 2,486 $2.87M 1.45% -600 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,480 $2.86M 0.41% +392 13F-HR Timeline Avantra Family Wealth, Inc. 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