Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,025 $1.37M 0.94% +239 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 1,025 $1.37M 0.81% 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 1,024 $1.37M 0.27% -162 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,024 $1.37M 0.59% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,021 $1.37M 0.45% -94 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,018 $1.36M 0.18% -49 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,017 $1.36M 0.16% +155 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,017 $1.36M 0.13% 0 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,016 $1.36M 0.38% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,016 $1.36M 0.06% +3 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,125 $1.36M 0.24% +12 13F-HR/A Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,016 $1.36M 0.2% +16 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,015 $1.36M 0.63% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,013 $1.36M 0.09% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,010 $1.35M 0.47% -22 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,008 $1.35M 0.03% -11 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,008 $1.35M 0.73% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,005 $1.35M 0.35% +530 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,005 $1.35M 0.33% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,005 $1.35M 0.7% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,005 $1.35M 1.13% +8 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,002 $1.34M 0.5% +59 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,002 $1.34M 0.21% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,001 $1.34M 0.06% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,000 $1.34M 0.11% -10 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,000 $1.34M 0.18% -200 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,000 $1.34M 1.08% -10 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,032 $1.34M 0.18% +122 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 999 $1.34M 0.59% +148 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 997 $1.33M 0.4% +340 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 996 $1.33M 0.48% +34 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 995 $1.33M 0.9% -256 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 992 $1.33M 0.1% +138 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 991 $1.33M 1.08% -206 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 990 $1.33M 0.35% -11 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 989 $1.32M 0.2% +14 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 985 $1.32M 0.16% +23 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 985 $1.32M 0.59% -127 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 984 $1.32M 0.39% +30 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 984 $1.32M 0.89% -1,294 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 938 $1.32M 0.24% -618 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 982 $1.32M 0.96% +332 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 980 $1.31M 0.3% -1,737 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 980 $1.31M 0.09% +350 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 977 $1.31M 0.09% +2 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 975 $1.31M 0.72% +42 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 972 $1.3M 0.48% -23 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 972 $1.3M 0.42% +2 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 968 $1.3M 0.32% +35 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 967 $1.29M 1.14% -163 13F-HR/A Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 966 $1.29M 0.04% +55 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 965 $1.29M 0.96% -11 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 965 $1.29M 1.05% +644 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 962 $1.29M 0.29% -42 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 962 $1.29M 0.61% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 960 $1.29M 0.18% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 959 $1.28M 0.33% -77 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 957 $1.28M 0.3% +66 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 957 $1.28M 0.47% +31 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 956 $1.28M 0.97% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 951 $1.28M 0.67% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 953 $1.28M 0.17% -73 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 951 $1.27M 0.18% -12 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 950 $1.27M 0.09% +201 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 946 $1.27M 0.22% +177 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 947 $1.27M 0.16% -16 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 977 $1.26M 0.23% -18 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 943 $1.26M 0.14% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,352 $1.26M 0.21% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 941 $1.26M 0.17% +1 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 937 $1.25M 0.61% -77 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 931 $1.25M 0.03% +3 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 928 $1.24M 0.78% -925 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 928 $1.24M 0.39% -82 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 926 $1.24M 0.34% +37 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 925 $1.24M 0.15% +122 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 922 $1.23M 0.15% +99 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 920 $1.23M 0.32% +130 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 920 $1.23M 0.74% -347 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 919 $1.23M 0.58% +203 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 918 $1.23M 0.14% +767 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 913 $1.22M 0.1% +123 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 911 $1.22M 0.11% +43 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 911 $1.22M 0.1% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 910 $1.22M 0.81% -17 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 910 $1.22M 0.52% +610 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 909 $1.22M 0.91% +46 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 907 $1.21M 0.06% -36 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 906 $1.21M 0.1% -168 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 905 $1.21M 0.34% +130 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 902 $1.21M 0.26% +45 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 901 $1.21M 0.05% +4 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 901 $1.21M 0.35% -38 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 900 $1.21M 0.13% +53 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 900 $1.21M 2.58% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 899 $1.2M 0.26% +159 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 899 $1.2M 0.33% -28 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 897 $1.2M 0.43% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 896 $1.2M 0.4% +42 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 893 $1.2M 0.26% -18 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 890 $1.19M 0.52% +888 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 889 $1.19M 0.8% -11 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 888 $1.19M 0.26% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 886 $1.19M 0.11% -12 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 885 $1.19M 1.18% +305 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 885 $1.19M 0.23% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 883 $1.18M 0.1% +309 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 882 $1.18M 0.32% -108 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 880 $1.18M 0.21% +58 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 880 $1.18M 0.09% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 879 $1.18M 0.06% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 879 $1.18M 0.05% -173 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 876 $1.18M 0.1% +2 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 877 $1.17M 0.09% -91 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 877 $1.17M 0.31% +27 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 876 $1.17M 0.51% -50 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 875 $1.17M 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 871 $1.17M 0.05% -103 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 869 $1.16M 0.08% -14,025 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 868 $1.16M 0.13% -75 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 867 $1.16M 0.66% -105 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 867 $1.16M 0.41% +55 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 867 $1.16M 0.09% +65 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 900 $1.16M 0.19% +433 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 866 $1.16M 0.5% +175 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 862 $1.15M 0.16% +60 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 861 $1.15M 0.22% -24 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 860 $1.15M 0.25% +369 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 980 $1.15M 0.23% +162 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 856 $1.15M 0.17% -6 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 855 $1.14M 0.17% +178 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 855 $1.14M 0.38% +28 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 852 $1.14M 0.04% +297 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 852 $1.14M 0.9% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 852 $1.14M 0.08% -119 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 851 $1.14M 0.07% -2 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 850 $1.14M 0.48% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 848 $1.14M 0.15% +237 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 874 $1.13M 0.09% +421 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 846 $1.13M 0.32% +25 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 845 $1.13M 0.67% +176 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 842 $1.13M 0.7% +465 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 837 $1.12M 0.92% -176 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 834 $1.12M 0.67% -3 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 833 $1.12M 0.22% +79 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 833 $1.12M 0.41% +146 13F-HR/A Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 832 $1.11M 0.47% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 861 $1.11M 0.46% +232 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 830 $1.11M 0.14% +65 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 829 $1.11M 0.21% +31 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 829 $1.11M 0.15% +16 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 828 $1.11M 0.94% -129 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 827 $1.11M 0.82% -86 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 858 $1.11M 0.21% +299 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 825 $1.1M 0.1% -66 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 818 $1.1M 0.04% +23 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 818 $1.1M 0.21% -418 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 818 $1.1M 0.85% +180 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 816 $1.09M 0.39% +31 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 814 $1.09M 0.17% -10 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 813 $1.09M 0.2% +32 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 813 $1.09M 0.19% -5 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 812 $1.09M 0.36% +18 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 805 $1.08M 0.4% +470 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 804 $1.08M 0.01% -115 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 803 $1.08M 0.77% +385 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 802 $1.07M 0.12% -9 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 801 $1.07M 0.55% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 800 $1.07M <0.01% 0 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 800 $1.07M 1.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 800 $1.07M 0.16% +561 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 800 $1.07M 0.37% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 799 $1.07M 0.01% +82 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 799 $1.07M 0.01% +26 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 798 $1.07M 0.06% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 796 $1.07M 0.03% +522 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 797 $1.07M 0.3% +305 13F-HR Timeline OPINICUS CAPITAL, INC. 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