Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 41,079 $3.11M 0.2% -5,133 13F-HR/A Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 41,052 $3.1M 1.26% -23,683 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 41,000 $3.1M 2.6% 0 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 40,931 $3.1M 1.99% -36,706 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 40,848 $3.09M 1.08% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 40,809 $3.09M 0.2% -255 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 40,656 $3.07M 0.32% +18,159 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,619 $3.07M 0.12% -3,780 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 27,220 $3.07M 0.58% -2,753 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 40,344 $3.05M 0.06% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 40,325 $3.05M 2.78% -7,150 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 39,963 $3.02M 0.14% +6,506 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 39,807 $3.01M 0.89% -20,422 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 39,758 $3.01M 0.59% -2,026 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 39,131 $2.96M 0.22% +11,950 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 36,842 $2.94M 1.57% +2,854 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 38,685 $2.93M 0.54% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 38,597 $2.92M 0.17% -14,307 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 38,521 $2.91M 0.23% -12,760 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 38,331 $2.9M 0.06% -981 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 38,198 $2.89M 0.92% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 38,186 $2.89M 0.04% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 38,130 $2.88M 0.05% -63,670 13F-HR Timeline Group BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 38,000 $2.87M 0.13% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 37,496 $2.84M 0.09% -1,674 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 37,200 $2.81M 0.95% +8,700 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 37,085 $2.8M 0.06% +10,966 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 37,049 $2.8M 1.53% +2,545 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 41,507 $2.79M 0.15% -5,007 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 36,865 $2.79M 0.02% +6,114 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 36,721 $2.78M 0.07% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 36,680 $2.77M 0.33% +8,389 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 36,675 $2.77M 0.12% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 36,421 $2.75M 0.85% -11,566 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 36,307 $2.75M 0.23% +25,885 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 36,173 $2.74M 0.07% -244,276 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36,164 $2.74M 0.11% +13,013 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,088 $2.73M 0.03% +1,942 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 35,973 $2.72M 0.27% +5,236 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 35,847 $2.71M 2.3% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 35,805 $2.71M 0.27% +21,204 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 40,094 $2.7M 0.05% +9,279 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 36,765 $2.7M 1.05% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 35,501 $2.68M 0.02% +9,449 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 35,488 $2.68M 0.25% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 35,355 $2.67M 0.36% -2,971 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 35,321 $2.67M 0.06% +18,134 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 35,239 $2.67M 0.44% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 34,584 $2.66M 0.01% +9,994 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 35,000 $2.65M 0.18% -2,000 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 34,980 $2.65M 0.19% +2,144 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 34,399 $2.6M 0.69% 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 34,215 $2.59M 1.09% +7,575 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 33,961 $2.57M 0.31% +8,022 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 33,923 $2.57M 0.07% +12,655 13F-HR/A Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 33,917 $2.57M 0.01% +5,316 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 33,727 $2.55M 0.1% -513 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 33,549 $2.54M 0.12% +7,618 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 33,221 $2.51M 0.88% -10,000 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 33,045 $2.5M 1.35% +190 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 33,041 $2.5M 0.55% -24,616 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 32,997 $2.5M 0.17% +25,454 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 32,910 $2.49M 0.15% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 78,941 $2.49M 0.15% +8,884 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 32,139 $2.48M 0.09% +25,261 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 32,795 $2.48M 0.12% +2,429 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 32,569 $2.46M 0.64% -466 13F-HR Timeline STF Management LP More: the full row for STF Management LP 32,234 $2.44M 1.09% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 32,225 $2.44M 0.18% -2,615 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 36,155 $2.43M +17,113 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 32,129 $2.43M 0.15% +8,591 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 31,997 $2.42M 1.55% +4,685 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 31,972 $2.42M 0.34% -6,340 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 31,958 $2.42M 0.24% -381,063 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 31,771 $2.4M 0.95% -2,832 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 31,721 $2.4M 0.01% +10,163 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 31,566 $2.39M 1.31% -3,076 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 31,508 $2.38M 0.03% +18,529 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 31,414 $2.38M 1.65% -14,050 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 28,272 $2.37M 0.24% +16,156 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20,075 $2.37M 0.2% +495 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 31,292 $2.37M 0.27% -452 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 31,290 $2.37M 1.33% -1,165 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 30,931 $2.34M +1,342 Timeline AXS Investments LLC More: the full row for AXS Investments LLC 30,737 $2.32M 0.65% +2,939 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 30,703 $2.32M 0.34% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,650 $2.32M 0.23% -11,808 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 30,259 $2.29M 0.29% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 30,117 $2.28M 0.01% -9,393 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,043 $2.27M 0.07% -3,480 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 29,368 $2.26M 0.13% +19,751 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 29,805 $2.25M 0.17% +2,620 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 29,789 $2.25M 1.91% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 29,725 $2.25M 0.19% -1,360 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 29,632 $2.24M 0.32% -1,813 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 29,461 $2.23M 0.75% +9,530 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 29,382 $2.22M 0.46% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 29,334 $2.22M 0.07% +8,435 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 29,081 $2.2M 0.9% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 29,024 $2.2M 1.87% +111 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 28,959 $2.19M 0.02% +8,886 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 28,958 $2.19M 0.39% -13,276 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 28,895 $2.19M 0.14% -5,528 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 28,728 $2.17M 0.3% -17,927 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 28,584 $2.16M 0.18% +8,427 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 28,530 $2.16M 0.23% new 13F-HR Timeline ORACLE INVESTMENT MANAGEMENT INC More: the full row for ORACLE INVESTMENT MANAGEMENT INC 28,500 $2.16M 1.45% +1,000 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 28,480 $2.15M 1.75% +2,768 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 28,397 $2.15M 0.24% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 27,812 $2.15M 0.04% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 28,323 $2.14M 0.32% +1,575 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 28,261 $2.14M 0.16% -1,337 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 28,220 $2.13M 0.55% +3,220 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 28,003 $2.12M 0.08% +15,084 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 27,981 $2.12M 0.2% +915 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 27,974 $2.12M 1.05% -5,129 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 27,963 $2.11M 0.02% +708 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 27,950 $2.11M 0.01% +7,950 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 27,928 $2.11M 0.27% +1,410 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 27,744 $2.1M 1.57% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 27,737 $2.1M 0.05% new 13F-HR Timeline Group Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 27,500 $2.08M 0.37% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 27,322 $2.07M 0.81% +1,132 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 26,935 $2.04M 0.79% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 26,913 $2.04M 0.07% +10,210 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 26,819 $2.03M 0.69% -41,712 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 26,768 $2.02M 0.49% -1,330 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 26,764 $2.02M 2.27% 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 26,643 $2.02M 0.03% +3,249 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 29,250 $2M 0.2% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,183 $1.98M 0.1% -4,275 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 26,035 $1.97M 0.07% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 26,021 $1.97M 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 25,938 $1.96M 0.09% +85 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 25,806 $1.95M 0.15% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 25,614 $1.94M 0.76% -42 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 25,600 $1.94M 0.22% -9,400 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 25,585 $1.93M 0.79% -6,990 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 25,536 $1.93M 0.93% +1,102 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 25,521 $1.93M 0.93% 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 25,477 $1.93M 0.04% -1,543 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 25,426 $1.92M <0.01% +1,175 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 25,183 $1.9M 1.15% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 25,176 $1.9M 1.09% -2,577 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 25,130 $1.9M 0.82% +980 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 24,909 $1.88M 0.03% new 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 24,821 $1.88M 0.28% -12,315 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 64,124 $1.86M 0.05% 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 24,370 $1.84M 0.15% +2,073 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 24,350 $1.84M 1.56% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,266 $1.84M 0.31% +18,721 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 24,111 $1.82M 0.18% -10,940 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 23,974 $1.81M 1.09% +2,566 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 23,913 $1.81M 0.45% -1,452 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 23,741 $1.8M 0.37% +3,961 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,740 $1.8M 0.09% +13,068 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 23,708 $1.79M 0.83% +17,653 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 23,666 $1.79M 1.23% -4,200 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 23,464 $1.77M 0.03% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 23,395 $1.77M 0.53% -1,546 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 23,257 $1.76M 0.56% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 23,134 $1.75M 0.47% +19,393 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,011 $1.74M 0.03% -613 13F-HR Timeline Group Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 26,635 $1.73M 0.94% -5,761 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,863 $1.73M 0.06% +10,071 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 22,853 $1.73M 0.42% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 22,773 $1.72M 0.19% -16,698 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 22,651 $1.71M 0.54% +33 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 22,585 $1.71M 0.33% -2,328 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 22,570 $1.71M +4,628 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,543 $1.7M 0.09% +6,807 13F-HR/A Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 22,467 $1.7M 0.21% -255 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 22,419 $1.7M 0.1% +1,101 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 22,364 $1.69M <0.01% +8,299 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 22,248 $1.68M 0.26% -3,305 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 22,219 $1.68M 0.03% +5,234 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 22,150 $1.68M 1.76% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,144 $1.67M 0.05% +12,828 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 22,100 $1.67M 0.88% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 22,097 $1.67M 0.16% +3,843 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 21,717 $1.67M 0.64% -773 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 22,010 $1.66M 1.11% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 21,986 $1.66M 0.27% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,885 $1.66M 0.12% +2,987 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 21,607 $1.63M 0.64% +1,473 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 21,549 $1.63M +11,900 Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 21,522 $1.63M 0.37% -28,435 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 21,495 $1.63M 0.08% +168 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 21,486 $1.62M 0.37% -5,777 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,446 $1.62M 0.66% -5,116 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 21,400 $1.62M 0.71% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 21,368 $1.62M 0.16% -400 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,332 $1.61M 0.79% -8,369 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 21,219 $1.6M 0.17% -1,359 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 21,142 $1.6M 0.2% -30,648 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,100 $1.6M 0.08% -1,615 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21,000 $1.59M 0.24% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 20,865 $1.58M 0.04% -694 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 20,830 $1.58M 0.02% +2,932 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 20,748 $1.57M 0.08% +3,791 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.