PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 27,800 $3.79M 2.59% -4,700 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 27,668 $3.77M 1.48% +765 13F-HR Timeline 111 Capital More: the full row for 111 Capital 27,649 $3.77M 0.65% +15,637 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 27,579 $3.76M 0.52% +12,207 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 27,500 $3.75M 12.26% -168,631 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 27,275 $3.72M 1.73% -18,600 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 27,147 $3.7M 0.4% +15,591 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 26,999 $3.68M 0.26% +10,515 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 26,928 $3.67M 0.08% +2,874 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 26,905 $3.67M 1.91% -1,000 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 23,693 $3.66M 0.11% +828 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 26,705 $3.64M 2.96% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 26,674 $3.64M 0.97% -8,709 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 26,671 $3.64M 0.32% -213 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 26,619 $3.63M 0.84% +2,009 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 26,533 $3.62M 1.19% -52,293 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 26,321 $3.59M 0.69% +12,431 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 25,171 $3.59M 1.54% +3,191 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,068 $3.55M 0.19% +8,081 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 27,136 $3.55M 0.06% +3,090 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 25,994 $3.54M 0.01% +1,257 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 25,991 $3.54M 0.08% +3,100 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25,981 $3.54M 0.78% +712 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 25,901 $3.53M 0.23% -4,958 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 25,693 $3.5M 0.19% -11,611 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 25,504 $3.48M <0.01% -8,069 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 25,272 $3.45M 2.05% -666 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 25,202 $3.44M 0.48% -413 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 25,057 $3.42M 1.91% +4,147 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 24,923 $3.4M 0.74% +5,534 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 24,894 $3.39M 0.4% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 24,725 $3.37M 0.07% +1,759 13F-HR Timeline Group UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 24,634 $3.36M 1.77% -5,534 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,593 $3.35M 0.05% +3,288 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 24,554 $3.35M 0.21% +2,872 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 24,550 $3.35M 0.04% -9,490 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 24,513 $3.34M 1.07% -2,059 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,360 $3.32M 0.5% -1,355 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 24,327 $3.32M 2.13% -24,291 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 24,283 $3.31M 0.38% -107 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 24,277 $3.31M 0.32% -3,096 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 24,268 $3.31M 0.7% -6,551 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 24,255 $3.31M 1.31% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 24,199 $3.3M 0.44% +611 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,106 $3.29M 0.12% +1,859 13F-HR Timeline Group JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 24,030 $3.28M 2.84% -4,020 13F-HR/A Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 23,979 $3.27M 0.97% +3,023 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 23,971 $3.27M 0.26% +3,126 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 23,925 $3.26M +5,504 Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 23,904 $3.26M 0.26% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 23,776 $3.24M 1.05% +319 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 23,730 $3.23M 1.37% -554 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 22,403 $3.23M 1.7% +2,233 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 23,662 $3.23M 0.24% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 23,661 $3.23M 0.57% -1,352 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 23,635 $3.22M 0.14% -3,158 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 23,590 $3.22M 1.11% +9,215 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 23,573 $3.21M 0.66% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 22,544 $3.21M 0.49% +2,732 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 23,484 $3.2M 0.14% 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 23,415 $3.19M 0.39% +7,938 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 23,400 $3.19M 0.06% +1,354 13F-HR/A Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 23,287 $3.17M 1.25% +4,729 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 23,167 $3.16M 0.13% +747 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 23,139 $3.15M 1% +15,648 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 23,066 $3.14M 0.15% +4,190 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 22,995 $3.13M 1.52% -80 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 22,937 $3.13M 0.4% -3,787 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 22,917 $3.12M 0.2% +1,115 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 22,880 $3.12M 0.35% +270 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 22,814 $3.11M 1.74% +12,765 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 22,757 $3.1M 0.39% -2,395 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 22,686 $3.09M 2.44% +1,258 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 22,583 $3.08M 1.12% +718 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 22,531 $3.07M 0.64% -1,651 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 21,982 $3.06M 1.08% -2,915 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 22,380 $3.05M 1.06% +9,480 13F-HR/A Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 22,375 $3.05M 1.02% +4,539 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 22,251 $3.03M 0.11% +528 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 22,084 $3.01M 1.08% +260 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,971 $3M 1.35% +14 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 21,931 $2.99M 1.04% -12,858 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 21,918 $2.99M 2.32% -4,223 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 21,870 $2.98M 0.58% +1,315 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 21,791 $2.97M 0.33% +13,644 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,790 $2.97M 0.11% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,728 $2.96M 0.15% +117 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 21,710 $2.96M 1.13% +37 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 21,690 $2.96M 1.4% +7,894 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 21,683 $2.96M 0.59% +97 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 21,680 $2.96M 1% +1,399 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,614 $2.95M 0.06% +10,269 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 21,590 $2.94M 1.29% -3,235 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 21,461 $2.93M 0.25% -23,589 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,427 $2.92M 0.08% +380 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 21,417 $2.92M 0.5% +624 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 21,367 $2.91M 0.46% +1,047 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 21,138 $2.88M 1.13% 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 21,125 $2.88M 1.56% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,119 $2.88M 0.1% +7,946 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 21,038 $2.87M 0.19% +5,844 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 20,920 $2.85M 2.61% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 20,905 $2.85M 0.5% +9,263 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 20,847 $2.84M 0.66% -216 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20,841 $2.84M 0.18% -227 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,801 $2.84M 0.07% +2,694 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 20,755 $2.83M 1.82% -507 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 20,756 $2.83M 0.79% +2,320 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 20,751 $2.83M 0.81% +1,250 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 20,684 $2.82M 0.04% -1,498 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 20,654 $2.82M 1.58% +10,357 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 20,653 $2.82M 0.03% -1,415 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,626 $2.81M 0.03% -1,628 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,295 $2.81M 0.15% +270 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 20,584 $2.81M 1.25% -11,596 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 20,555 $2.8M 0.2% -2,961 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 20,525 $2.8M 0.17% +2,401 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 20,517 $2.8M 0.1% +1,900 13F-HR Timeline QVR LLC More: the full row for QVR LLC 20,500 $2.79M 2.82% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,457 $2.79M 0.11% +2,707 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 14,880 $2.78M 1.31% -140 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 20,398 $2.78M 1.06% +9,213 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 20,278 $2.76M 0.8% +718 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 20,173 $2.75M 0.23% +1 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 20,000 $2.75M 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20,100 $2.74M 0.33% +502 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 20,006 $2.73M 2.3% +798 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 20,000 $2.73M 0.47% new 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 20,000 $2.73M 0.34% new 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 20,730 $2.71M 0.91% -1,394 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 19,857 $2.71M 1.07% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 19,842 $2.7M 0.67% +2,023 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 19,817 $2.7M 0.77% -7,103 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 19,800 $2.7M 1.86% -475 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 19,729 $2.69M 0.88% new 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 19,573 $2.67M 0.48% 0 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 19,537 $2.66M 0.7% -8,494 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 19,518 $2.66M 0.04% +8,732 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 19,498 $2.66M 0.19% -253 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 19,473 $2.65M 0.86% +11,807 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,453 $2.65M 0.25% +4,310 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 19,445 $2.65M 0.07% -2,805 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 19,268 $2.63M 0.25% -8,791 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 19,140 $2.61M 0.04% +1,835 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 19,073 $2.6M 1.61% +3,344 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,071 $2.6M 0.12% +796 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 18,949 $2.58M 0.06% -541 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 18,921 $2.58M 0.18% +1,327 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 18,813 $2.56M 1.91% +2,773 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,812 $2.56M 0.03% +1,493 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,776 $2.56M 0.17% +2,837 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 18,762 $2.56M 0.28% +13,668 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 18,677 $2.55M 0.32% +3,402 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 18,550 $2.53M 0.03% +10,047 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 18,438 $2.51M 0.29% +15,647 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 18,428 $2.51M 0.35% +625 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 18,398 $2.51M 0.21% +4,300 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 18,386 $2.51M 2.35% +13,258 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 18,359 $2.5M 0.28% +7,109 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 18,300 $2.5M 8.84% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,280 $2.49M 0.04% +1,618 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,224 $2.48M 0.24% +702 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 18,221 $2.48M 0.13% -1,378 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 18,164 $2.48M 0.22% -3,911 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 18,112 $2.47M 0.16% +6,390 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 17,971 $2.45M 0.95% +100 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 17,935 $2.44M 0.43% +497 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 17,909 $2.44M 0.3% +296 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 17,888 $2.44M 0.1% +107 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 17,884 $2.44M 0.35% +8,197 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 17,800 $2.43M 0.11% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 17,705 $2.41M 1.91% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 17,561 $2.39M 2.11% -1,769 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,517 $2.39M 0.31% +7,967 13F-HR/A Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 17,058 $2.38M 1.1% +667 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,476 $2.38M 0.09% +1,150 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 15,242 $2.38M 1.41% -8,858 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 17,468 $2.38M 0.03% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,413 $2.37M 0.17% new 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 17,400 $2.37M 0.62% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 17,418 $2.37M 0.02% +17,418 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 17,310 $2.36M 0.16% +2,032 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,364 $2.36M 0.41% +68 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 17,359 $2.35M 0.22% -982 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,230 $2.35M 0.06% -884 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17,195 $2.34M 0.72% +2,026 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 17,191 $2.34M 0.52% +887 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,155 $2.34M +2,766 Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 17,134 $2.34M 0.46% -1,821 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 17,108 $2.33M 0.19% -4,921 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 17,000 $2.32M 1.21% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 16,988 $2.32M 0.73% +5,382 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 16,923 $2.31M 0.04% +5,925 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 16,783 $2.29M 0.27% +14,227 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 16,696 $2.28M 0.36% -4,210 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 16,565 $2.26M 0.18% +10,315 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 16,486 $2.25M 0.17% -1,659 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 15,671 $2.24M 0.99% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 16,280 $2.22M 1.1% +740 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 16,271 $2.22M 0.11% +7,537 13F-HR Timeline