CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,852 $4.22M 0.14% -3,628 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,758 $4.21M 0.1% +22,823 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 28,630 $4.19M 0.14% +3,470 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 28,554 $4.18M 2.28% +3,208 13F-HR Timeline 111 Capital More: the full row for 111 Capital 28,510 $4.17M 1.03% +5,394 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 28,368 $4.15M 0.02% +1,029 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 28,328 $4.14M 0.35% +2,893 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 28,275 $4.14M 0.02% -931 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 28,212 $4.13M 0.32% +9,729 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 28,173 $4.12M 3.47% -2,687 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 28,126 $4.11M 0.39% +18,748 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 28,045 $4.1M 0.86% 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 27,945 $4.08M 0.81% -2,509 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 27,838 $4.07M 0.23% +4,124 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 27,797 $4.07M 0.42% +10,361 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 27,794 $4.07M +871 Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 27,735 $4.06M 0.22% +17,292 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 27,727 $4.06M 0.9% -250 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 27,714 $4.05M 1.25% +190 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,681 $4.05M 0.02% +6,217 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 27,474 $4.02M 0.28% +1,351 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 27,458 $4.02M 0.45% +376 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 27,403 $4.01M 0.19% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 27,396 $4.01M 0.06% +652 13F-HR/A Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 27,350 $4M 5.2% +95 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 27,279 $3.99M 0.38% -401 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 27,134 $3.97M 0.93% +80 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 26,968 $3.94M 1.64% -802 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 26,965 $3.94M 2.25% -86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 26,888 $3.93M 0.06% +6,029 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 26,832 $3.92M 0.42% -2,379 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 26,763 $3.91M 0.23% +95 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 26,710 $3.91M 2.65% +3,078 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 26,618 $3.89M 0.32% +523 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,527 $3.88M 0.15% +15,532 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 27,734 $3.88M 0.09% +8,162 13F-HR Timeline Group Kultura Capital Management LP More: the full row for Kultura Capital Management LP 26,500 $3.88M 3.54% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 26,499 $3.88M 0.5% +17,635 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 26,279 $3.84M 0.17% +19,303 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 26,029 $3.84M 0.16% +11,807 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 26,143 $3.82M 0.22% -46 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 26,115 $3.82M 1.11% -93 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27,708 $3.81M 0.14% +1,770 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 25,999 $3.8M 0.4% +2,349 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,924 $3.79M 0.36% +1,196 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 25,881 $3.79M 0.03% +1,087 13F-HR Timeline Group Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 25,880 $3.79M 2.41% -875 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 25,802 $3.77M 0.16% -2,185 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25,730 $3.76M 0.04% +4,004 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,706 $3.76M 0.02% -3,621 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 25,557 $3.74M 0.24% +14,541 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25,519 $3.73M 0.2% +2,288 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 25,099 $3.73M 0.12% -37,794 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 25,474 $3.73M 0.03% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 25,329 $3.71M 0.48% -3,292 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25,315 $3.7M 0.77% +284 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 25,296 $3.7M 0.21% -8,282 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 25,215 $3.69M 0.55% +2,240 13F-HR/A Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 25,168 $3.68M 2.58% -1,882 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 25,088 $3.67M 0.05% -1,144 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 25,082 $3.67M 1.95% +3,909 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,053 $3.66M 0.13% +3,543 13F-HR Timeline Group WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 25,030 $3.66M 1.09% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 24,897 $3.64M 0.27% -218 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 24,827 $3.63M 1.16% -9,163 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 24,807 $3.63M 0.91% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 24,799 $3.63M 1.72% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 24,719 $3.62M 0.19% +4,118 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,664 $3.61M 0.44% +417 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 24,572 $3.59M 2.1% -4,955 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 24,550 $3.59M 0.12% +596 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 24,525 $3.59M 2.09% 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 24,475 $3.58M 1.32% -10 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 24,392 $3.57M 0.32% +73 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 24,358 $3.56M 0.41% +1,006 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,354 $3.56M 0.16% +4,463 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,327 $3.56M 0.27% -7,778 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 24,128 $3.53M 0.6% +7,687 13F-HR Timeline Group Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 24,835 $3.53M 1.48% -700 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 24,090 $3.52M 0.21% +1,002 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 24,031 $3.52M 0.37% +8,971 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 24,025 $3.51M 0.08% +614 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,066 $3.51M 0.1% +8,588 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 23,866 $3.49M 0.34% -45,615 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23,855 $3.49M 0.03% +6,335 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 23,813 $3.48M 1.72% +90 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 23,459 $3.43M 0.06% -314 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 23,424 $3.43M 0.02% -11,498 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 23,350 $3.42M 1.27% -3,605 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 23,310 $3.41M 0.88% -1,700 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 23,258 $3.4M 0.9% -16,875 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 20,969 $3.4M 5.93% +10,341 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,121 $3.38M 0.11% +984 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 23,105 $3.38M 0.39% -658 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 23,081 $3.38M 2.16% -1,297 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 23,000 $3.37M 5.92% -7,500 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 23,008 $3.37M 0.25% -824 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 23,003 $3.36M 1.07% +33 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 22,997 $3.36M 0.94% +397 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 22,968 $3.36M 0.24% 0 13F-HR Timeline SANDS CAPITAL MANAGEMENT, LLC More: the full row for SANDS CAPITAL MANAGEMENT, LLC 22,919 $3.35M 0.01% +3,079 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 22,893 $3.35M 0.9% +3,355 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 22,887 $3.35M 1.07% +18 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 22,854 $3.34M 0.31% +733 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 22,754 $3.33M <0.01% -2,741 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 22,734 $3.33M 0.67% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 22,733 $3.33M 0.85% +3,387 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 22,704 $3.32M 2.32% +1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,716 $3.31M 0.07% -397 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 22,627 $3.31M 1.62% +1,308 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 22,585 $3.3M 0.36% +1,150 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 22,522 $3.29M 0.53% +111 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 22,513 $3.29M 0.26% +4,070 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 22,495 $3.29M 2.39% +2,080 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 22,471 $3.29M 0.81% +203 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 22,445 $3.28M 1.42% +959 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 22,440 $3.28M 1.65% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 22,437 $3.28M 0.07% +4,610 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 22,386 $3.27M +12,578 Timeline Invst, LLC More: the full row for Invst, LLC 22,334 $3.27M 0.37% +304 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 22,302 $3.26M 1.22% -85 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 22,258 $3.26M 0.74% -9,458 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 23,996 $3.26M 1.36% +4,151 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 22,200 $3.25M 2.52% -5,000 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 22,187 $3.25M +6,554 Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 22,176 $3.24M 0.03% -6,155 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 22,142 $3.24M 0.89% -5,337 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 22,102 $3.23M 0.15% -6,006 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 22,084 $3.23M 3.01% +15,075 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 22,073 $3.23M 0.35% -768 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 23,463 $3.23M 0.19% +604 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22,045 $3.22M 0.04% +2,912 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 22,043 $3.22M 0.39% +42 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 22,000 $3.22M 3.44% +6,000 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 21,983 $3.22M 0.04% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 21,927 $3.21M 0.56% +2,932 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 21,908 $3.2M 0.53% +3,656 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,827 $3.19M 0.12% +550 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 22,279 $3.18M 0.1% +5,804 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 21,732 $3.18M 0.04% -292 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 21,725 $3.18M 0.37% +593 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 21,691 $3.17M 0.43% +195 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 21,680 $3.17M 0.3% +27 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 21,638 $3.17M 0.03% +19,344 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 21,632 $3.16M 0.9% +136 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 21,613 $3.16M 2.71% +4,149 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 21,612 $3.16M 0.12% +3,337 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 22,704 $3.16M 0.52% -559 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 21,370 $3.13M 0.09% -1,640 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,276 $3.12M 0.05% -10,160 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 21,269 $3.11M 1.95% +2,139 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 21,206 $3.1M -1,875 Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 21,204 $3.1M 1.07% -600 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 21,197 $3.1M 0.11% -2,510 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 21,196 $3.1M 0.68% -1,577 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 21,125 $3.09M 1.31% 0 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 21,025 $3.08M 2.63% -4,415 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 20,968 $3.07M 0.48% -255 13F-HR Timeline Group Outbound Financial Inc More: the full row for Outbound Financial Inc 20,920 $3.06M 2.29% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 20,811 $3.04M 0.88% -625 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 20,776 $3.04M 0.9% +6,394 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 20,753 $3.04M 0.32% +18,420 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 23,684 $3.03M 0.37% -492 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 23,232 $3.03M 0.38% +3,519 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,690 $3.03M 0.15% -173 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 20,634 $3.01M 0.33% +16,225 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 20,565 $3.01M 0.69% +580 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 20,414 $2.99M 0.41% -1,280 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 20,383 $2.99M 0.53% +175 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 20,136 $2.95M 0.05% -461 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 20,084 $2.94M 0.26% +7,006 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 19,993 $2.92M 0.62% +3,415 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 21,253 $2.92M 2.19% -36,859 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 19,889 $2.91M 0.04% +1,600 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 19,874 $2.91M 0.82% +43 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 19,865 $2.91M 0.18% -1,135 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 19,831 $2.9M 0.11% +252 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 19,818 $2.9M 0.95% +9,590 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 19,782 $2.89M 0.52% +82 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,724 $2.89M <0.01% +1,885 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 19,656 $2.88M 0.62% +1,283 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 19,558 $2.86M 0.37% +668 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 19,459 $2.85M 0.43% +812 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 19,370 $2.83M 0.58% +10,109 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 19,314 $2.83M 2.14% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19,225 $2.81M 0.28% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,207 $2.81M 0.16% +1,633 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 18,922 $2.77M 0.49% -1,012 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,846 $2.76M +2,143 Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 18,843 $2.76M 0.54% +642 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 18,759 $2.74M 0.31% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 18,723 $2.74M 0.43% +2,797 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,721 $2.74M 0.31% +1,340 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 18,703 $2.74M 0.06% -788 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 18,681 $2.73M 0.78% +2,653 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 18,637 $2.73M 0.69% +23 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 18,587 $2.72M 0.52% -279 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 18,396 $2.69M 0.17% +247 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 18,290 $2.68M 0.66% +1,930 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 18,289 $2.68M 0.07% +1,547 13F-HR Timeline