BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 33,229 $7.07M 1.7% +1,190 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 33,225 $7.07M 1.18% +204 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 36,798 $7.06M 1.22% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 33,119 $7.05M 0.48% -987 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 33,060 $7.03M 2.63% +756 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 32,906 $7M 0.34% -715 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 32,851 $6.99M 0.28% +19,248 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 32,758 $6.97M 5.65% -23 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,707 $6.96M 0.08% +1,061 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,554 $6.93M 0.16% +581 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 32,462 $6.91M 0.23% +653 13F-HR Timeline KLCM Advisors, Inc. 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More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 32,217 $6.85M 0.03% -6,000 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 31,791 $6.76M 0.16% new 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 31,632 $6.73M 1.71% -470 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 31,472 $6.7M 2.21% +3,849 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 31,446 $6.69M 0.38% +693 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 31,345 $6.67M 1.15% +930 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 31,265 $6.65M 1.04% +3,445 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 31,262 $6.65M 1.37% +1,354 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 31,212 $6.64M 1.06% +1,233 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 31,196 $6.64M 0.41% +214 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 31,171 $6.63M 1.1% -545 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 30,858 $6.57M 5% +3,047 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 30,687 $6.53M 1.96% +1,540 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 30,611 $6.51M 0.39% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 30,509 $6.49M 0.72% -33 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 30,490 $6.49M 0.57% +3,121 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 30,420 $6.47M 3.77% +3,323 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 30,333 $6.45M 1.64% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 30,181 $6.42M 2.17% +857 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 30,178 $6.42M 0.69% +911 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 30,175 $6.42M 0.13% +24,754 13F-HR Timeline Group Cape Investment Advisory, Inc. 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More: the full row for Nvest Wealth Strategies, Inc. 28,731 $6.11M 3.84% +1,204 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 9,972 $6.1M 0.74% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 28,633 $6.09M 1.35% +1,475 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 28,614 $6.09M 1.22% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 28,612 $6.09M 0.35% +1,802 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 28,586 $6.08M 0.69% -851 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 28,575 $6.08M 0.07% +3,185 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 28,339 $6.03M 0.56% +234 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 28,223 $6M 0.77% +20 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 28,217 $6M 5.53% +1,437 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 28,185 $6M 0.14% +12,047 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 28,132 $5.99M 4.02% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 28,110 $5.98M 1.68% +1,487 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,943 $5.96M 0.36% +2,511 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 27,976 $5.95M 0.62% +2,357 13F-HR/A Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 28,948 $5.95M +8,136 Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 27,816 $5.92M 2.76% -97 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 27,764 $5.91M 0.53% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 27,716 $5.9M 0.23% +13,923 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 27,713 $5.9M 1.16% -1,124 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 27,638 $5.88M 4.2% -1,092 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 27,535 $5.86M 1.82% +150 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 27,452 $5.84M 0.12% +210 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 27,382 $5.83M 1.26% -55 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 27,358 $5.82M 0.01% +2,992 13F-HR Timeline Group STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 27,348 $5.82M 2.37% +180 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 27,343 $5.82M 2.25% -141 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 26,868 $5.78M 0.53% +775 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 27,026 $5.75M 2.41% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 26,155 $5.75M 1.87% -90 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 26,975 $5.74M 0.11% -1,092 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 26,947 $5.73M 2.92% +64 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 26,923 $5.73M 3.39% +22,238 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 26,861 $5.72M 2.23% -19 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 26,832 $5.71M 0.57% -287 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 26,711 $5.68M 0.02% -7,847 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 26,639 $5.67M 1.98% +869 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 26,636 $5.67M 1.22% -123 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 26,529 $5.66M 2.02% +2,992 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 26,521 $5.64M 1.08% -3,880 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 26,348 $5.61M 0.14% +738 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,297 $5.6M 0.29% -3,245 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 26,281 $5.59M 0.88% +2,238 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 26,154 $5.56M 0.85% -3,996 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 26,084 $5.55M 1.31% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,879 $5.51M 0.45% +3,971 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 25,810 $5.49M 0.09% +91 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 25,523 $5.43M 0.27% +8,712 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 25,439 $5.41M 1.56% +374 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 25,432 $5.41M 2.72% +4,295 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 25,395 $5.4M 1.26% +5,811 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 25,384 $5.4M 2.01% -6,174 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 25,379 $5.4M 0.63% +3,273 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25,350 $5.39M 0.37% +14,630 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 25,273 $5.38M 1.88% +1,229 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 25,149 $5.35M 1.2% +935 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,141 $5.35M 0.21% -71,543 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 25,080 $5.34M 3.67% +631 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 25,006 $5.32M 0.76% -483 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 24,927 $5.3M 3.13% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 24,855 $5.29M 0.79% -8 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 24,845 $5.29M 1.27% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 24,760 $5.27M 0.55% +22 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 24,619 $5.24M 0.15% +29 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24,556 $5.22M 0.16% -7,222 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,486 $5.21M 0.08% 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 24,357 $5.18M 2.2% +2,939 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 24,328 $5.18M 2.66% -101 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 24,272 $5.16M 0.15% +936 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 24,176 $5.14M 1.54% +2,508 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 24,084 $5.12M 0.03% +13,533 13F-HR/A Timeline TICINO WEALTH More: the full row for TICINO WEALTH 24,077 $5.12M 1.62% +11,510 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24,011 $5.11M 0.64% +40 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 24,000 $5.11M 0.4% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 23,999 $5.11M 2.52% -2,048 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 23,994 $5.11M 1.04% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 23,884 $5.08M 0.27% +1,663 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 23,733 $5.05M 2.87% +15,609 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 23,557 $5.01M 1.6% +4,064 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 23,510 $5M 5.2% -15 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,450 $4.99M 0.08% +888 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 23,224 $4.94M 0.03% -4,895 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 23,211 $4.94M 0.66% -8,660 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 23,191 $4.93M 1% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 23,059 $4.91M 0.1% +153 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 23,019 $4.9M 0.05% +1,591 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,017 $4.9M 0.24% +3,349 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 22,956 $4.88M 0.09% -469 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 22,788 $4.85M 1.7% +3,763 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 22,742 $4.84M 1.37% +848 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 22,727 $4.84M 0.79% -26 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 22,647 $4.82M 0.56% +2,708 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 22,647 $4.82M 1.13% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 22,638 $4.82M 0.05% -12,762 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 22,601 $4.81M -18,261 Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 22,513 $4.79M 1.3% -87 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,429 $4.77M 0.04% -11,122 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,335 $4.76M 0.23% +5,092 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 22,256 $4.74M 2.37% +2,512 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,157 $4.71M 0.15% -1,051 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 22,131 $4.71M 2.53% +1,535 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,762 $4.63M 0.07% +406 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 21,715 $4.63M 1.99% +14,871 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 21,703 $4.62M 3.95% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 21,699 $4.62M 0.46% +353 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 21,679 $4.61M 0.02% -13,869 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 21,643 $4.61M 0.41% +456 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 21,441 $4.56M 1.13% +660 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,232 $4.52M 0.27% +63 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 21,153 $4.5M 2.66% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,117 $4.49M 0.57% +83 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,000 $4.47M 0.45% -310 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 20,958 $4.46M 3.93% +937 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 20,922 $4.45M 0.13% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 20,840 $4.43M 1.11% +489 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 20,777 $4.42M 3.04% -883 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 20,776 $4.42M 0.22% +1,075 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20,750 $4.41M 1.2% +1,591 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 20,744 $4.41M 0.11% -192 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,598 $4.38M 0.1% -46,131 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 20,597 $4.38M +6,061 Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 20,558 $4.37M 1.43% -427 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 20,483 $4.36M 3.39% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 20,405 $4.34M 0.03% +625 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,369 $4.33M 0.23% -4,791 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 20,361 $4.33M 0.93% -2,240 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 20,312 $4.32M 0.58% +1,135 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 20,300 $4.32M 1.05% -8 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 20,205 $4.3M 0.01% -1,724 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 20,175 $4.29M 1.96% +8,310 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 20,156 $4.29M 0.8% +1,044 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 20,140 $4.29M 0.69% +1,150 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 20,109 $4.28M 2.14% -29,536 13F-HR/A Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 20,000 $4.26M 0.17% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,922 $4.24M 0.04% -834 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 19,831 $4.22M 2.03% -414 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 19,827 $4.22M 0.84% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 19,784 $4.21M 0.12% +674 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,707 $4.2M 0.23% -4,795 13F-HR Timeline Maltin Wealth Management, Inc. 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