SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,840 $1.73M 0.06% -4,985 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,827 $1.72M 0.24% -20 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,796 $1.7M -240 Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,776 $1.69M 0.06% -156 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,751 $1.68M 0.02% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,738 $1.67M 0.49% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,725 $1.66M 0.06% +67 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,722 $1.66M 0.03% +327 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,699 $1.64M 0.86% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,682 $1.63M 0.05% +26 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,676 $1.63M 0.03% -80 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,663 $1.62M 0.02% -15 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,658 $1.62M 0.51% +35 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,644 $1.61M 0.03% -63 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,643 $1.61M 0.7% -846 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,642 $1.61M 0.04% -105 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,623 $1.6M 0.01% +133 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,608 $1.59M 0.86% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,598 $1.58M 0.47% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,595 $1.58M 0.1% -130 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,576 $1.57M 0.04% +364 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,576 $1.57M 0.04% +2,175 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,572 $1.57M 0.1% +1,570 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,568 $1.56M 0.45% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,561 $1.56M 0.65% +40 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,558 $1.56M 0.05% +1,566 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,552 $1.55M 0.45% +28 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2,543 $1.55M 0.87% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,540 $1.55M 0.05% -36 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,093 $1.55M 1.33% -175 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,512 $1.53M 0.03% -528 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 2,500 $1.52M 0.05% -2,100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,495 $1.52M 0.02% +114 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,475 $1.51M 0.07% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,470 $1.51M 0.18% -200 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,470 $1.51M 0.83% -50 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. 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Empirical Wealth Management 2,416 $1.47M 0.03% -239 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,379 $1.45M 0.26% +10 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,383 $1.45M 0.08% +252 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,368 $1.44M 0.04% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,356 $1.44M 0.07% +215 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,356 $1.44M 0.36% +385 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,347 $1.43M 0.08% -143 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,316 $1.41M 0.32% +43 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,315 $1.41M 0.13% +82 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,310 $1.41M 0.45% -100 13F-HR Timeline Gold Investment Management Ltd. 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More: the full row for Greykasell Wealth Strategies, Inc. 2,184 $1.33M 0.56% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,167 $1.32M 0.03% +386 13F-HR Timeline Knoll Capital Management, LLC More: the full row for Knoll Capital Management, LLC 2,165 $1.32M 0.71% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,164 $1.32M 0.05% +67 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,162 $1.32M 0.12% -60 13F-HR Timeline CROBAN More: the full row for CROBAN 2,157 $1.31M 0.88% -38 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,152 $1.31M 0.39% +1 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,149 $1.31M 1.18% 13F-HR Timeline Tudor Financial Inc. 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More: the full row for MEANS INVESTMENT CO., INC. 1,974 $1.2M 0.1% -233 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,972 $1.2M 0.01% +21 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,972 $1.2M 0.12% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,970 $1.2M 0.07% -3 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,963 $1.2M <0.01% -12,506 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,957 $1.19M 0.08% +3 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,956 $1.19M 0.17% +44 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,000 $1.19M 0.01% +1,759 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 1,950 $1.19M 0.13% -14 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,950 $1.19M 0.13% +50 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,947 $1.19M 0.09% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,942 $1.18M 0.08% +180 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,942 $1.18M 0.5% -24 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,938 $1.18M 0.5% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,936 $1.18M 0.04% +256 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,935 $1.18M 0.07% +16 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,917 $1.17M 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,894 $1.15M 0.06% -542 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,890 $1.15M 0.24% -5 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,875 $1.14M 0.08% -4 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,872 $1.14M 0.06% -19 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,870 $1.14M 0.12% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,860 $1.13M 0.26% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,858 $1.13M 0.27% -11 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,852 $1.13M 0.17% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,849 $1.13M 0.36% -13 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,843 $1.12M <0.01% +110 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,814 $1.11M 0.21% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,800 $1.1M 0.05% +40 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,800 $1.1M 0.25% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,800 $1.1M 0.45% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,800 $1.1M 0.27% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,794 $1.09M 0.57% +119 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,788 $1.09M 0.26% +566 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,788 $1.09M 0.04% +111 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,781 $1.09M 0.04% -75 13F-HR Timeline Group Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,780 $1.08M 0.25% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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Beadell Investment Counsel, Inc. 1,747 $1.06M 0.72% 0 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 1,742 $1.06M 0.69% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,719 $1.05M -22 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,711 $1.04M 0.01% -18 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,704 $1.04M 0.09% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,700 $1.04M 0.03% -2 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,700 $1.04M 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,080 $1.03M 0.14% -22 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,684 $1.03M 0 Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,673 $1.02M 0.15% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,668 $1.02M 0.01% 0 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 1,665 $1.01M 0.15% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,694 $1.01M 0.02% -248 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,648 $1M 0.04% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,646 $1M 0.3% -72 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,633 $995K 0.01% +51 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,632 $995K 0.38% -564 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,630 $993K 0.11% -15 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,629 $993K 0.03% -127 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,618 $986K 0.1% -63 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,616 $984K 0.02% -1 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,969 $984K 0.08% -3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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