Sky Investment Group LLC More: the full row for Sky Investment Group LLC 12,646 $4.31M 0.68% +558 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,626 $4.31M 1.16% -1,380 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,536 $4.28M 0.38% +200 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,518 $4.27M 1.31% -75 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12,507 $4.27M 0.96% -130 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,478 $4.26M 0.46% +7,052 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 12,429 $4.24M 0.95% +433 13F-HR Timeline United Bank More: the full row for United Bank 12,396 $4.23M 1.29% -966 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 12,376 $4.22M 1.56% -267 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 12,366 $4.22M 0.08% -2,249 13F-HR/A Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 12,312 $4.2M 0.89% +415 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 12,301 $4.19M 1.58% +39 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,275 $4.19M 0.47% -1,352 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 12,258 $4.18M 0.9% -161 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 12,245 $4.18M 0.3% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,155 $4.15M 0.37% +6,495 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,148 $4.14M 1.22% -293 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 12,136 $4.14M -771 Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 12,103 $4.13M 1.06% -1,819 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 12,100 $4.13M 2.03% -472 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 12,081 $4.12M 1.27% +402 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,091 $4.12M 0.51% +115 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 12,048 $4.11M 1.27% +1,486 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,984 $4.09M 0.25% +114 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,977 $4.08M 0.68% -297 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11,937 $4.07M 0.34% +412 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 11,829 $4.03M 0.13% -7,775 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 11,790 $4.02M 0.46% -925 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 24,963 $4M 1.32% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,706 $3.99M 1.12% +17 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 11,582 $3.95M -123 Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 11,502 $3.92M 0.28% +195 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 11,453 $3.91M 1.53% -12,953 13F-HR/A Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 11,433 $3.9M 0.13% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 11,419 $3.89M 0.47% +490 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,442 $3.89M 0.57% +539 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,395 $3.89M 1.94% -9,394 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 11,375 $3.88M 0.4% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,312 $3.86M 0.85% -241 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 11,299 $3.85M 1.13% -1,763 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,251 $3.84M 0.47% -12,610 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,236 $3.83M 1.18% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 11,206 $3.82M 0.46% -4,709 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,164 $3.81M 1.17% -58 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 11,133 $3.8M 0.84% -1,403 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,125 $3.79M 0.16% +1,139 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,124 $3.79M 0.21% +1,556 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 11,111 $3.79M 0.71% +29 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 11,000 $3.75M 0.44% -5,000 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 10,979 $3.74M 1.06% -3,306 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 10,965 $3.74M 3.24% -1,930 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 10,946 $3.73M 1.31% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,908 $3.72M 0.16% -14,835 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,900 $3.72M 2.74% +933 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,885 $3.71M 0.05% +585 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 10,871 $3.71M 0.17% +6,889 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 10,860 $3.7M 1.08% +65 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,816 $3.69M 1.46% -81 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 10,774 $3.67M 0.01% -7,158 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 10,762 $3.67M 0.77% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,642 $3.63M 0.2% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,626 $3.62M 0.87% +297 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,614 $3.62M 0.26% -1,421 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 10,604 $3.62M 2.78% -1,711 13F-HR/A Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,585 $3.61M 0.43% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 10,567 $3.6M 0.81% 0 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 10,555 $3.6M 0.7% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,539 $3.59M 0.23% +18 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,482 $3.57M 2.44% -62 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 10,430 $3.57M 2.18% -14,690 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,461 $3.57M 0.16% -7,997 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,443 $3.56M 1.43% -1,183 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,392 $3.54M 0.21% -191 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,392 $3.54M 0.48% +201 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,384 $3.54M 1.61% -6,652 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,331 $3.52M 0.19% -549 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,170 $3.52M 1.06% -45 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 10,315 $3.52M 0.41% -101 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,287 $3.51M 0.44% +143 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,269 $3.5M 0.19% -119 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,263 $3.5M 1.29% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,240 $3.49M 0.1% +1,010 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 10,223 $3.49M 0.62% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,209 $3.48M 0.21% +1,395 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,183 $3.47M 0.2% +1,381 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 10,174 $3.47M 0.14% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 21,633 $3.47M 0.3% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 21,607 $3.46M 0.27% -472 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,137 $3.46M 0.29% -1,139 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 18,712 $3.45M 1.41% +1,201 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 10,082 $3.44M 1.47% +461 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,061 $3.43M 0.81% +97 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,052 $3.43M 0.31% +1,161 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,048 $3.43M 0.49% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 10,033 $3.42M 0.63% -590 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,029 $3.42M 0.04% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,020 $3.42M 0.22% +51 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,003 $3.41M 0.97% +436 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 10,000 $3.41M 4.39% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $3.41M 0.43% 0 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 10,000 $3.41M 0.69% +5,000 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 9,987 $3.41M 0.61% -10 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 9,937 $3.39M 1.59% +98 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,879 $3.37M 0.13% -2,560 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,847 $3.36M 0.1% +129 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,839 $3.36M 0.33% -214 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 9,829 $3.35M 0.33% -75 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,818 $3.35M 0.08% +3,445 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,763 $3.33M 1.09% +545 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,295 $3.32M 0.31% +335 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,716 $3.31M 1.27% -48 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 9,702 $3.31M 0.27% -788 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 9,700 $3.31M 0.64% +236 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 9,619 $3.28M 1.25% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,609 $3.28M 2.37% -3,974 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 9,604 $3.28M 0.2% +7,688 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 8,995 $3.27M 0.4% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 9,540 $3.25M 1.05% -376 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,565 $3.22M 0.06% +79 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,445 $3.22M 0.1% -32 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,440 $3.22M 0.57% -233 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,439 $3.22M 0.15% +8 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,413 $3.21M 0.34% -475 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,407 $3.21M 0.2% +5,044 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,833 $3.2M 0.09% +737 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 9,371 $3.2M 0.25% +605 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,315 $3.18M 0.16% +2,974 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,310 $3.17M 0.07% +643 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 9,279 $3.16M 0.16% +770 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,242 $3.15M 0.26% -266 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,224 $3.15M 0.13% +694 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 9,160 $3.12M 2.08% +30 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,108 $3.11M 0.37% -1,119 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,082 $3.1M 0.43% -33 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 9,060 $3.09M 0.51% -89 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 19,250 $3.09M 0.96% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,011 $3.07M 0.79% +262 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 9,000 $3.07M 0.16% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,984 $3.06M 0.38% +298 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,942 $3.05M 0.76% +10 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,938 $3.05M 0.22% -139 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,909 $3.04M 0.05% +191 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,885 $3.03M 0.2% +871 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,084 $3.03M 0.33% +668 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 8,849 $3.02M 1.92% -2,864 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,828 $3.01M 0.2% -423 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,789 $3M 0.04% +2,372 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 8,780 $2.99M 0.55% -40 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $2.99M 0.71% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,733 $2.98M 0.37% -654 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 8,689 $2.96M 0.64% -9,483 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,684 $2.96M 0.18% +280 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,683 $2.96M 1.23% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,678 $2.96M 0.25% -1,019 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,663 $2.95M 0.27% +106 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,639 $2.95M 0.18% +1,401 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,639 $2.95M 0.48% -427 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 8,619 $2.94M 2.83% -1,866 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,561 $2.92M 0.08% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 8,558 $2.92M 1.88% +137 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,553 $2.92M 0.19% -808 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 18,171 $2.91M 0.18% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,535 $2.91M 0.04% +10 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,525 $2.91M 0.04% +1,704 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 8,513 $2.9M 0.24% 0 13F-HR Timeline Group Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 8,513 $2.9M 1.58% +6,875 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 8,496 $2.9M 1.76% -1,494 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,491 $2.9M 0.33% -261 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,455 $2.88M 0.75% +2,503 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,428 $2.87M 0.05% -14,127 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 8,405 $2.87M 0.29% -258 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,365 $2.85M 0.29% -303 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,341 $2.84M 0.77% +416 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,292 $2.83M 0.26% +2,487 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,285 $2.83M 0.58% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,266 $2.82M 0.09% -256 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,247 $2.81M 0.17% new 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 8,242 $2.81M 0.65% +33 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 8,234 $2.81M 1.94% +2,376 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 8,231 $2.81M 0.98% -744 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,208 $2.8M 0.04% +447 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,177 $2.79M 0.29% new 13F-HR/A Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,156 $2.78M 0.86% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,648 $2.77M 0.05% +525 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,132 $2.77M 0.27% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 8,117 $2.77M 2.06% -1,547 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,112 $2.77M 0.05% +409 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 8,100 $2.76M 0.44% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 8,090 $2.76M 0.03% -750,691 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,044 $2.74M 0.09% +36 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,031 $2.74M -1,472 Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,025 $2.74M 0.05% +6,377 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,024 $2.74M 0.37% +724 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,973 $2.72M 0.74% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,227 $2.72M 0.65% -80 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,966 $2.72M 0.01% +3,788 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,966 $2.72M 0.38% -2,398 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 7,961 $2.71M 0.61% -140 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 7,927 $2.7M 0.96% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,925 $2.7M 0.66% +53 13F-HR Timeline