Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 18,201 $3.24M 0.62% -1,881 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 18,149 $3.23M 0.2% -281 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 17,839 $3.17M <0.01% -5,558 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17,827 $3.17M 0.07% +2,410 13F-HR Timeline Group Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 17,762 $3.16M 0.05% -38,934 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 17,724 $3.15M 0.54% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,669 $3.14M 0.14% -2,696 13F-HR Timeline Group VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 17,634 $3.13M 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,592 $3.13M 0.63% +1,882 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,574 $3.12M 0.18% +67 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,520 $3.11M 0.03% +1,830 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 17,470 $3.11M 0.71% -580 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 17,464 $3.1M 2.92% 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 17,436 $3.1M 0.34% -1,117 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,381 $3.09M 0.36% -1,301 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 17,340 $3.08M 0.37% -12,206 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 17,030 $3.03M 1.18% -18 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 17,000 $3.02M 1.4% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,971 $3.02M 0.09% -183 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 16,930 $3.01M 0.1% -1,264 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 16,926 $3.01M 0.2% +3,247 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 16,917 $3.01M 0.16% +510 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 16,905 $3M 0.99% -146 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 16,878 $3M 0.19% +588 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 16,823 $2.99M 0.08% +2,924 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 16,742 $2.98M 0.08% +145 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 16,703 $2.97M +914 Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 16,652 $2.96M +426 Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 16,592 $2.95M 0.1% +13,318 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 16,578 $2.95M 0.9% +333 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16,549 $2.94M 0.71% +1,627 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 16,435 $2.94M 1.22% +322 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 16,501 $2.93M 1.42% +2,363 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 16,480 $2.93M 2.45% -3,170 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,441 $2.92M 0.85% 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 16,427 $2.92M 0.82% +13,484 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 16,383 $2.91M 0.38% +933 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 16,382 $2.91M 1.27% -2,710 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 16,366 $2.91M 1.03% +2,247 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 16,360 $2.91M 0.7% +12,153 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 16,280 $2.89M 1.32% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,249 $2.89M 0.19% +2,670 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,248 $2.89M 0.25% -4,556 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 16,234 $2.89M 0.24% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,190 $2.88M 0.06% +5,316 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 16,186 $2.88M 2.54% 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 16,149 $2.87M 0.03% +12,714 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 16,097 $2.86M 0.11% -23,590 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 16,028 $2.85M 0.81% -457 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 16,000 $2.84M 3.16% +4,000 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 15,926 $2.83M 0.48% +3,960 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,842 $2.82M 0.59% +13,820 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15,837 $2.82M 0.42% +26 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 15,830 $2.81M 0.42% -209 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,771 $2.8M 0.2% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,699 $2.79M 0.13% -17,632 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 15,659 $2.78M 0.03% +1,136 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 15,610 $2.77M 0.54% +87 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 19,845 $2.77M 1.22% +646 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 15,563 $2.77M 1.82% +143 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,543 $2.76M 0.07% +2,870 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 15,524 $2.76M 0.2% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,475 $2.76M 0.09% -2,457 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 15,515 $2.76M 1.93% -2,571 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 15,494 $2.75M 0.06% +2,584 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,478 $2.75M 0.08% -37,497 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 15,450 $2.75M 3.02% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 15,433 $2.74M 0.37% -6,263 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,378 $2.73M 0.15% -4,006 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 15,354 $2.73M 0.16% +13,042 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,337 $2.73M 1% -3,104 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 15,268 $2.71M 0.02% -59 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 15,195 $2.7M 0.1% -41,845 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 15,176 $2.7M 0.37% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 15,060 $2.68M 0.29% +367 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,995 $2.67M 0.03% -476 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 14,984 $2.66M 0.27% +991 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 14,935 $2.65M 2.07% -291 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 14,856 $2.64M 0.18% -4,868 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 14,835 $2.64M 0.36% +1,388 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 14,830 $2.64M 1.56% -962 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 14,827 $2.64M 0.37% +12,173 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 14,819 $2.63M 1.55% -293 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 14,779 $2.63M 0.03% -21,333 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 14,779 $2.63M 0.16% -11,169 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,747 $2.62M 0.17% +285 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,729 $2.62M 0.14% -1,074 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 14,723 $2.62M 0.09% +6,931 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,617 $2.6M 0.63% +10,628 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,548 $2.59M 0.15% -1,370 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 15,633 $2.59M +8,257 Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 14,535 $2.58M 1.11% +494 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 14,494 $2.58M 0.91% +4,944 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,475 $2.57M 0.36% +236 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 14,470 $2.57M 1.2% +28 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 14,461 $2.57M 0.4% -103 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,449 $2.57M <0.01% +891 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,410 $2.56M 0.92% -37 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 14,382 $2.56M 0.72% -8,527 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,314 $2.54M 0.03% -3,019 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,312 $2.54M 0.11% +390 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 14,297 $2.54M 1.9% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 14,245 $2.53M 0.97% +1,969 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 14,222 $2.53M 0.08% -182 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 14,735 $2.53M 0.98% -200 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 14,104 $2.51M 0.21% +1,871 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 14,020 $2.49M 1.82% -182 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,014 $2.49M 0.01% +4,569 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 14,010 $2.49M 0.21% 0 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 13,995 $2.49M 0.45% +130 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 13,932 $2.48M 0.04% -12,446 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 13,902 $2.47M 0.75% +12,650 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,893 $2.47M 0.19% +494 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 13,735 $2.44M 0.4% -862 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,701 $2.44M 0.05% +1,947 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13,675 $2.43M 0.11% +479 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 13,665 $2.43M 0.28% +209 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13,609 $2.42M 0.44% +931 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 13,586 $2.41M 2.07% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,569 $2.41M 0.14% -10,163 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 13,540 $2.41M 1.59% +1,777 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,540 $2.41M 0.74% -506 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,527 $2.4M 0.06% +2,384 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 13,289 $2.4M 0.03% -2,101 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 13,379 $2.38M 0.65% -317 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 13,343 $2.37M 1.85% -2,914 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 13,331 $2.37M 1.07% -1,762 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 13,275 $2.36M 1.77% -28,740 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 13,275 $2.36M 1.77% +145 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 13,249 $2.36M 1.47% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,235 $2.35M 0.07% +568 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 13,231 $2.35M 2.15% -80 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,194 $2.35M 0.04% +6,973 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 13,218 $2.35M 0.1% -2,817 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,183 $2.34M 0.16% +1,030 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 13,174 $2.34M 1.87% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 13,155 $2.34M 1.3% +1,450 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 17,158 $2.33M 1.64% -5,233 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 13,083 $2.33M 1.43% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 13,078 $2.32M 0.15% -710 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 13,076 $2.32M 0.41% +590 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,066 $2.32M 0.18% +1,821 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 13,025 $2.32M 2.02% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 12,963 $2.3M 0.67% +798 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,946 $2.3M 0.12% +1,443 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 12,908 $2.29M 1.92% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,900 $2.29M 0.19% -460 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 12,854 $2.28M 0.4% -2,969 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 12,853 $2.28M 0.76% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,852 $2.28M 0.04% +456 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,849 $2.28M 0.06% +446 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,834 $2.28M 0.07% -4,543 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 12,812 $2.28M 0.28% +469 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,787 $2.27M 0.07% -206 13F-HR Timeline STF Management LP More: the full row for STF Management LP 12,774 $2.27M 2.13% -19,772 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,768 $2.27M 0.31% +1,359 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,772 $2.27M 0.72% +2,908 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,761 $2.27M 0.11% +881 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,770 $2.26M 0.4% -38 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 12,718 $2.26M 0.65% +35 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,695 $2.26M 0.59% +1,024 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,667 $2.25M 0.08% +240 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,652 $2.25M 0.15% +2,756 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,488 $2.25M 0.3% +2,101 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,686 $2.25M 0.19% +4,011 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12,631 $2.25M 0.1% +493 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,607 $2.24M 0.12% +291 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 12,605 $2.24M 0.37% +130 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 12,602 $2.24M 1.27% -2,654 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 12,570 $2.23M 1.36% +207 13F-HR/A Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 12,564 $2.23M 2.31% +2,816 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,530 $2.23M 0.1% +3,337 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,530 $2.23M 0.99% -307 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 12,514 $2.22M 1.03% +15 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,492 $2.22M 0.35% +442 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,476 $2.22M 0.04% -3,385 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,441 $2.21M 0.04% +2,519 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 16,242 $2.21M 0.32% +4,025 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 12,401 $2.2M 0.54% +3,862 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 12,373 $2.2M 0.42% +30 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 12,326 $2.19M 1.58% -1,742 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 12,295 $2.19M +1,189 Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 12,280 $2.18M 0.56% +779 13F-HR Timeline QVR LLC More: the full row for QVR LLC 12,247 $2.18M 1.52% -10,410 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,187 $2.17M 0.6% +3,621 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 12,182 $2.17M 0.51% 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 12,102 $2.15M 0.4% -1,074 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 12,100 $2.15M 0.21% -1,500 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,092 $2.15M 0.02% +2,508 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,030 $2.14M 0.29% +1,783 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 12,000 $2.13M 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,976 $2.13M 0.31% +1,043 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 11,901 $2.12M 0.67% -1,106 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 11,898 $2.11M 0.31% +5,716 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 11,872 $2.11M 0.38% +11,131 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11,830 $2.1M 0.05% -1,083 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 11,802 $2.1M 0.33% +4,160 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,797 $2.1M 0.55% +1,328 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,784 $2.09M 0.07% +97 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,751 $2.09M 0.11% +97 13F-HR Timeline