Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,964 $3.55M 0.21% +48 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 2,961 $3.55M 1.66% -303 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,957 $3.55M 0.1% -76 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,955 $3.54M 0.15% +132 13F-HR Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,950 $3.54M 0.11% -195 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,947 $3.53M 0.62% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,945 $3.53M 0.93% +234 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,945 $3.53M 1.02% -158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GS Investments, Inc. More: the full row for GS Investments, Inc. 2,940 $3.52M 1.75% -173 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,940 $3.52M 2.03% -447 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,207 $3.52M 0.13% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,937 $3.52M 1.35% +2 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,925 $3.51M 0.62% -302 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,915 $3.49M 0.39% -49 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,970 $3.48M 0.9% -3 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 2,900 $3.48M 2.43% -1,500 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,917 $3.47M 0.27% -210 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,894 $3.47M 0.19% +146 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,891 $3.47M 0.12% +678 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 2,890 $3.46M 0.23% +500 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,887 $3.46M 0.61% +1,340 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,883 $3.46M 0.55% -227 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,883 $3.46M 0.74% +69 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,882 $3.46M 0.53% +2,330 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,866 $3.44M 1.61% +225 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,862 $3.43M 0.36% +4 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,861 $3.43M 0.31% +678 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,857 $3.43M 0.29% +20 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,854 $3.42M 0.19% +3 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,853 $3.42M 0.89% -17 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,100 $3.42M 0.09% +225 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,812 $3.42M 0.46% +818 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,843 $3.41M 0.39% +602 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,832 $3.4M 1.23% +77 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,829 $3.39M 2.25% -170 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,825 $3.39M 1.59% -160 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,823 $3.38M 0.19% +35 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 2,816 $3.38M 0.5% +802 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,815 $3.37M 0.03% +2,011 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,809 $3.37M 1.42% -42 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,807 $3.37M 0.51% -29 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,799 $3.36M 1.72% +129 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,877 $3.35M 0.09% +258 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,783 $3.34M 2.06% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,782 $3.34M 1.01% +14 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 2,777 $3.33M 0.8% -8 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,774 $3.33M 0.49% -5 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,766 $3.32M 0.65% +38 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,763 $3.31M 0.01% +2,727 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,751 $3.3M 0.01% -399 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,745 $3.29M 0.04% +614 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,742 $3.29M 0.5% new 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 2,738 $3.28M 1.75% -1,120 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,734 $3.28M 1.21% +19 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,731 $3.27M 0.11% +207 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 2,725 $3.27M 1.9% 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,733 $3.26M +403 Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19,313 $3.26M 0.27% +161 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,715 $3.26M 0.19% +75 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,706 $3.24M 0.5% -17 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 2,700 $3.24M 0.07% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,699 $3.24M 0.84% -21 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,693 $3.23M 1.66% +300 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,685 $3.22M 0.92% +29 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,683 $3.22M 0.42% +8 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,682 $3.22M 1.08% +256 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,677 $3.21M 0.04% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,677 $3.21M 0.17% +266 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,766 $3.21M 0.71% +47 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,667 $3.2M 1.26% +40 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,665 $3.2M 0.37% +29 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,660 $3.19M 0.1% +104 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 2,658 $3.19M 0.71% +7 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,657 $3.19M 0.76% +151 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,654 $3.18M 1.01% new 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 2,650 $3.18M 1.16% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,650 $3.18M 0.58% +208 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,648 $3.17M 0.31% +108 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,643 $3.17M 0.43% -4,174 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,641 $3.17M 0.05% +141 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,639 $3.16M 0.8% -472 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,633 $3.16M 0.22% -43 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,637 $3.15M 0.2% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,629 $3.15M 0.3% -214 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,628 $3.15M 0.1% 0 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,624 $3.15M 0.25% -1,692 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,612 $3.13M 0.18% -10 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,594 $3.11M 0.19% -109 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,591 $3.11M 0.11% -253 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,589 $3.1M 0.42% +46 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,581 $3.09M 0.09% +1 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,578 $3.09M 0.14% +485 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,676 $3.09M 0.19% -268 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,570 $3.08M 0.11% +94 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 2,569 $3.08M +2 Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,627 $3.08M 0.25% +1,032 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,565 $3.08M 0.16% +354 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,561 $3.07M 0.19% +465 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,805 $3.07M 0.18% +356 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,554 $3.06M 1.02% -3,814 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 2,552 $3.06M 0.2% -600 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,547 $3.05M 0.36% -115 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,542 $3.05M 0.69% -928 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,532 $3.04M 0.23% +329 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,530 $3.03M 0.06% -53 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,529 $3.03M 0.04% +195 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 2,525 $3.03M 2.7% -22 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,443 $3.03M 0.47% +1,566 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,523 $3.02M 0.73% +7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,522 $3.02M 0.35% +123 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,518 $3.02M 1.44% -74 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,517 $3.02M 0.48% +884 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,515 $3.02M 0.63% +170 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,512 $3.01M 1.04% -51 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,503 $3M 0.98% +605 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 2,500 $3M 1.52% +600 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 2,499 $3M 0.25% +3 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,496 $2.99M 0.13% -54 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,480 $2.97M 4.5% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,557 $2.97M 0.43% +198 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 2,487 $2.97M 1.38% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,475 $2.97M 1.19% -85 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,469 $2.96M 0.08% +13 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,460 $2.95M 0.26% +1,050 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,433 $2.92M 1.33% +824 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,433 $2.92M 0.1% -24 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,424 $2.91M 0.23% +43 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,420 $2.9M 1.08% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,498 $2.89M 2.71% +180 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,575 $2.89M 1.26% -296 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,404 $2.88M 0.83% +197 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,401 $2.88M 0.4% +404 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,388 $2.86M 0.28% -103 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,388 $2.86M 0.57% +373 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,383 $2.86M 0.4% +435 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 2,383 $2.86M 1.81% -159 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,379 $2.85M 0.19% +3 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,375 $2.85M 0.1% +485 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,374 $2.85M 0.55% -322 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,348 $2.82M 2.04% -1 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,341 $2.81M 0.09% -61 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2,340 $2.81M 0.76% -58 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,333 $2.8M 0.79% -2 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,332 $2.8M 0.19% +42 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,329 $2.79M 0.36% +1 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,328 $2.79M 0.81% +1,963 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,326 $2.79M 0.28% -35 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,323 $2.79M 0.87% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,319 $2.78M 0.11% +32 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,317 $2.78M 0.34% +25 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,313 $2.77M 0.04% +315 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,312 $2.77M 0.53% +72 13F-HR/A Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,302 $2.76M 1.83% +36 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,299 $2.76M 0.69% +236 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,298 $2.76M 0.9% +141 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,294 $2.75M 0.07% -74 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 2,276 $2.73M 0.46% -170 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 2,271 $2.72M 1.69% -274 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,270 $2.72M 0.12% -373 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,270 $2.72M 0.39% +1,590 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,270 $2.72M 0.19% -1,045 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,268 $2.72M 2.17% -489 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,268 $2.72M 1.02% -76 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,267 $2.72M 0.27% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,254 $2.7M 0.3% -138 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,254 $2.7M 0.13% +257 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,247 $2.69M 0.13% +17 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,246 $2.69M 0.04% -12 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,245 $2.69M 0.22% +54 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,001 $2.68M 0.22% -14 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,234 $2.68M 0.48% +149 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,233 $2.68M 0.22% +68 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,233 $2.68M 0.07% +95 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,229 $2.67M 0.98% +381 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,222 $2.66M 0.32% +88 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,218 $2.66M 0.3% +348 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,214 $2.65M 0.15% +63 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,211 $2.65M 0.02% -1,228 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,207 $2.65M 2.25% -273 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 2,206 $2.64M 0.8% -2,565 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,275 $2.63M 1.26% -1,465 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,191 $2.63M 0.3% +44 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,190 $2.63M 0.01% +1,390 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,187 $2.62M 0.08% -6,067 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,186 $2.62M 0.42% -25 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,184 $2.62M 0.1% +377 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,183 $2.62M 0.69% +42 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,182 $2.62M 0.76% -40 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,182 $2.62M 1.92% -83 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,175 $2.61M 0.2% -16 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 2,173 $2.61M 3.26% +230 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 2,171 $2.6M 1.74% -1 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,167 $2.6M 0.12% +672 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,165 $2.6M 0.08% +8 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,163 $2.59M 0.21% -101 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,157 $2.59M 1.87% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,151 $2.58M 0.58% -51 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,148 $2.58M 0.43% +4 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,143 $2.57M 1.1% -7 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,142 $2.57M 0.79% +25 13F-HR Timeline Group