Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 89,779 $2.74M 2.21% +10,190 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 89,765 $2.74M 0.85% +250 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 89,334 $2.72M 0.05% +894 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 88,647 $2.7M 0.07% 0 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 88,690 $2.69M 0.64% -3,896 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 87,923 $2.68M 0.02% -5,078 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 87,802 $2.68M 2.14% +7,214 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 87,427 $2.67M 1.84% -438 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 87,005 $2.65M 0.02% +67,010 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 86,643 $2.64M 0.64% -654 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 86,449 $2.64M 0.98% -588 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 86,278 $2.63M 0.3% -4,591 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 86,243 $2.63M 0.01% -5,897 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 86,225 $2.63M 0.06% +6,869 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 85,679 $2.61M <0.01% -46,402 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 85,513 $2.61M 0.5% +4,585 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 85,413 $2.6M 0.05% -1,723 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 85,186 $2.6M 0.93% +646 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 84,961 $2.59M 0.24% -1,789 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 81,058 $2.47M 0.02% -698 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 80,947 $2.47M 0.51% -4,073 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 80,747 $2.46M 2.39% -513 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 80,363 $2.45M 0.02% +14,215 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 80,305 $2.45M 0.5% +12,127 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 79,209 $2.42M 0.15% +5,524 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 78,721 $2.4M 0.11% +2,530 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 77,894 $2.37M 0.12% -5,490 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 76,724 $2.35M <0.01% -19,839 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 76,377 $2.33M 1.45% -1,119 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 75,058 $2.29M 0.01% -14,895 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 74,617 $2.28M 2.04% +1,875 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 74,605 $2.27M 0.03% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 74,289 $2.27M 0.51% -3,219 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 73,515 $2.24M 0.56% +501 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 73,230 $2.23M 0.72% +338 13F-HR/A Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 73,205 $2.23M 0.18% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 73,136 $2.23M 0.2% new 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 72,989 $2.23M 1.03% +2,370 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 70,806 $2.16M 1.3% 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 70,136 $2.14M 0.36% -2,181 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 70,135 $2.14M 0.11% -1,871 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 69,736 $2.13M 0.09% -3,222 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 69,716 $2.13M 0.23% +1,898 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 68,414 $2.09M 0.16% -10,009 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 68,385 $2.09M 0.08% -2,244 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 68,077 $2.08M 0.44% +10,770 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 67,832 $2.07M 0.25% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 67,621 $2.06M 0.15% +3,027 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 67,309 $2.05M 0.04% +11,629 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 67,184 $2.05M 0.04% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 67,141 $2.05M 0.09% -4,707 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 66,681 $2.03M 2.72% +3,421 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 66,253 $2.02M 0.16% -40,825 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 65,754 $2M 0.16% +246 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 65,749 $2M <0.01% -3,969 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 64,754 $1.97M 0.07% -1,682 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 64,624 $1.97M 0.62% +7,331 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 64,570 $1.97M 1.06% +1,772 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64,565 $1.97M 0.04% -731 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 63,721 $1.94M <0.01% -3,921 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 63,189 $1.93M 0.9% +10,721 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 63,177 $1.93M 0.05% -23,843 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 63,141 $1.93M 0.12% -630 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 63,062 $1.92M 0.2% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 62,930 $1.92M 0.19% -830 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 62,857 $1.92M 0.04% -9,135 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 60,984 $1.86M 1.57% -1,800 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 60,946 $1.86M <0.01% +11,092 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 60,934 $1.86M +8,887 Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 60,486 $1.84M 0.19% +2,700 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 59,663 $1.82M 0.34% +4,290 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 59,217 $1.81M 0.22% -335 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 58,584 $1.79M 0.02% -17,629 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 57,758 $1.76M 0.35% -4,836 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 57,475 $1.75M 0.1% -3,200 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 56,700 $1.73M 1.29% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 56,656 $1.73M 0.02% +2,369 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 56,325 $1.72M 0.44% 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 56,257 $1.72M 0.8% +7,240 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 55,595 $1.7M 1.14% +21,199 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 55,475 $1.69M 0.02% -942 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 55,381 $1.68M 0.07% +23,203 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 55,024 $1.68M 0.1% +120 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 54,893 $1.67M 1.04% -501 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 53,850 $1.64M 0.51% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 53,770 $1.64M 0.05% +11,980 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 54,298 $1.64M 0.03% +3,124 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 53,605 $1.63M 0.02% -862 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 53,464 $1.63M 0.2% +1,200 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 52,946 $1.61M <0.01% -2,171 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 52,469 $1.6M 0.02% -4,841 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 51,632 $1.57M 0.22% +31,889 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 51,604 $1.57M <0.01% -3,743 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 51,532 $1.57M 0.41% +3,119 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 51,045 $1.56M 0.22% 0 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 50,646 $1.54M 0.3% -1,025 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 50,500 $1.54M 0.16% +1,183 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 50,176 $1.53M 0.69% +720 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 50,100 $1.53M 0.22% -7,096 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 50,000 $1.52M 0.08% +17,000 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 49,997 $1.52M 0.61% +267 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 49,993 $1.52M 0.54% -300 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 49,933 $1.52M 0.43% +318 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 49,917 $1.52M 0.33% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 49,865 $1.52M 0.05% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 49,850 $1.52M 0.67% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 49,599 $1.51M 1.11% +890 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 48,607 $1.48M 0.15% -3,913 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 48,431 $1.48M 0.67% +3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 48,098 $1.47M 0.05% +6,078 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 48,000 $1.46M <0.01% +23,000 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 47,950 $1.46M 0.67% -400 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 47,665 $1.45M 0.01% +232 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 47,589 $1.45M 0.05% +2,177 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 47,539 $1.45M +5,215 Timeline First National Trust Co More: the full row for First National Trust Co 47,382 $1.44M 0.05% +3,608 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 47,116 $1.44M 0.38% +2,350 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 47,032 $1.43M 0.36% -940 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46,412 $1.42M 0.03% +3,059 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 46,205 $1.41M 0.07% -82 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 46,175 $1.41M 0.61% -1,372 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 45,683 $1.39M 0.07% -2,747 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 45,545 $1.39M 1.03% +6,713 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 45,239 $1.38M 0.3% -1,535 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 44,984 $1.37M 0.22% -1,060 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 44,612 $1.36M 0.03% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 44,339 $1.35M 0.36% -1,874 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 44,082 $1.34M 0.59% +361 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 44,048 $1.34M 1.1% +33,765 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 44,020 $1.34M 0.01% -8,245 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 43,993 $1.34M 0.01% +250 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 43,644 $1.33M 0.17% -1,580 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 43,473 $1.33M 0.8% +8,205 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 43,381 $1.32M 0.09% +1,236 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 43,129 $1.32M 0.4% -3,623 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 42,940 $1.31M 0.05% -12,976 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 41,982 $1.28M 0.27% +3,276 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 41,850 $1.28M 0.4% +8,232 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 41,680 $1.27M 0.17% -1,018 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 41,264 $1.26M 0.03% +3,133 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 41,214 $1.26M 0.06% -2,368 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 40,350 $1.23M 0.19% -11,675 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 40,234 $1.23M 0.34% -3,945 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 40,034 $1.22M 1% -115 13F-HR/A Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 39,960 $1.22M 0.27% +9,395 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 39,949 $1.22M 0.05% +26,753 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 39,802 $1.21M 0.4% +2,350 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 39,743 $1.21M 0.66% -3,866 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 39,696 $1.21M <0.01% +24,951 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 39,033 $1.19M 0.01% +6,083 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 39,003 $1.19M 0.03% -6,009 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 39,007 $1.19M 0.13% -1,395 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 38,886 $1.19M 0.07% +3,300 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 38,716 $1.18M 0.17% -671 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 38,592 $1.18M 0.47% +2,336 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 38,357 $1.17M 0.01% +4,057 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 38,117 $1.16M 0.25% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 38,464 $1.16M 0.11% +1,213 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,929 $1.16M 0.01% -6,410 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 37,872 $1.15M 0.07% +37,381 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 37,814 $1.15M 0.1% 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 37,794 $1.15M 0.02% -66,489 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 37,538 $1.14M 0.08% +261 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 37,469 $1.14M 0.17% -985 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,234 $1.14M 0.06% +3,499 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 37,046 $1.13M 0.52% -940 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 36,592 $1.12M 0.33% -2,721 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 36,372 $1.11M 0.17% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 36,502 $1.11M +18,479 Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 36,208 $1.1M 0.51% +262 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 36,032 $1.1M 0.06% +333 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 35,756 $1.09M 0.05% -588 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 35,682 $1.08M 0.02% -4,003 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 35,435 $1.08M 0.19% -2,614 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 35,190 $1.07M 0.03% -660 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 35,074 $1.07M 0.09% -11,793 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 34,975 $1.07M 0.28% +2,760 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 34,746 $1.06M +25,208 Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 34,721 $1.06M 0.11% -375 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 34,269 $1.04M 0.19% +1,535 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 34,250 $1.04M 0.09% +577 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 34,041 $1.04M 0.01% -7,882 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 33,692 $1.03M 0.41% -2,855 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 33,556 $1.02M 0.71% +1,174 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 33,528 $1.02M 0.43% -216 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 33,518 $1.02M 0.38% -17,420 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 33,393 $1.02M 0.03% +8,114 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 33,278 $1.01M 0.19% +4,559 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 33,211 $1.01M 0.31% +15 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 33,015 $1.01M 0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 32,968 $1.01M 0.04% +1,828 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 32,917 $1M 0.26% -3,345 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,727 $998K 0.01% -3,181 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 32,364 $987K 0.21% -1,500 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 32,338 $986K 0.09% +194 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 32,330 $986K 0.35% -1,215 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 32,305 $985K 0.01% +1,597 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 32,125 $979K 0.36% +706 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 32,000 $976K 0.6% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 31,983 $975K 0.12% -644,207 13F-HR Timeline