VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 25,977 $4.55M 2.75% +1,635 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,702 $4.5M 0.14% -172 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 25,594 $4.48M 0.33% +8,413 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 25,588 $4.48M 0.32% -236 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 25,342 $4.48M 0.09% +1,895 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,765 $4.46M 0.08% +855 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 25,392 $4.45M 0.01% -200,452 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 25,154 $4.41M 0.98% +1,433 13F-HR Timeline Davidson Kempner Capital Management LP More: the full row for Davidson Kempner Capital Management LP 25,000 $4.38M 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 24,992 $4.38M 2.9% -99 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 24,966 $4.37M 0.99% +22,013 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 24,958 $4.37M 2.13% +3,916 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 24,894 $4.36M 0.14% +494 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 24,894 $4.36M 0.11% +17,497 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 24,815 $4.35M 0.8% +3,936 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 24,756 $4.34M 0.15% +75 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 24,738 $4.33M 1.7% +12,258 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 24,684 $4.33M 1.46% +25 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 24,585 $4.31M 0.39% +4,953 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 24,566 $4.3M 2.36% +5,608 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 24,469 $4.29M 3.19% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 24,395 $4.27M 0.61% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 24,285 $4.26M 0.17% +1,690 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 24,252 $4.24M 0.39% +4,190 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 24,205 $4.24M 1.84% +13,671 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 24,195 $4.24M 1.27% +1,292 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 23,938 $4.19M 2.74% +640 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,602 $4.14M 3.08% -187 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 23,579 $4.13M 0.36% +362 13F-HR Timeline Signify Wealth More: the full row for Signify Wealth 23,537 $4.12M 4.66% +2,000 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 23,524 $4.12M 1.24% +23,504 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 23,500 $4.12M 0.13% -25,000 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23,465 $4.11M 0.96% +82 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23,422 $4.1M 0.07% +2,376 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 23,414 $4.1M 1.55% +2,714 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 23,341 $4.09M 3.6% -2,269 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 23,312 $4.09M 0.38% -446 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,290 $4.08M 0.41% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 23,268 $4.08M 1.86% +15,049 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 23,249 $4.07M 0.06% +6,486 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 23,235 $4.07M 0.62% +25 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 23,200 $4.06M 0.13% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 23,151 $4.06M 0.44% -30,186 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 23,121 $4.05M 0.11% +12,369 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 22,847 $4M 2.88% -789 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 22,766 $3.99M 2.2% 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 22,668 $3.97M 2.54% -622 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 22,628 $3.97M 1.94% +1,151 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 22,442 $3.93M 1.01% +4,761 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 22,277 $3.9M 0.41% -5,959 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 22,194 $3.89M 2.75% +585 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,169 $3.88M 0.06% +1,458 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 22,158 $3.88M 2.09% -7,401 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 21,217 $3.86M 1.5% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,976 $3.85M 0.07% +2,942 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21,925 $3.84M 2.65% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 21,911 $3.84M 0.06% -9 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 21,851 $3.83M 5.11% -924 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 21,832 $3.83M 3.03% -513 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 21,816 $3.82M 0.09% -2,462 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 21,071 $3.8M 0.74% -613 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 21,598 $3.78M 1.25% +2,542 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 21,480 $3.76M 1.09% +1,938 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 21,446 $3.76M 1.6% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 21,444 $3.76M 3.43% 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 21,302 $3.73M 2.3% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 21,302 $3.73M 1.59% +5,373 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 21,296 $3.73M 0.13% -1,042 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 21,294 $3.73M 0.62% -40 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 21,226 $3.72M 1.03% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 21,161 $3.71M 1.08% +1,134 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,140 $3.7M 0.12% +1,808 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20,976 $3.68M 0.13% -533 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 20,957 $3.67M 0.81% +4,295 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 20,922 $3.67M 0.2% +2,252 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,856 $3.65M 0.03% +3,717 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 20,832 $3.65M 0.21% -804 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 20,602 $3.61M 0.24% -896 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 20,600 $3.61M 4.33% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,501 $3.59M 0.38% -3,784 13F-HR/A Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 20,440 $3.58M 1.26% +1,694 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 20,400 $3.57M 1.59% +3,035 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 20,223 $3.54M 0.01% -4,000 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 20,021 $3.51M 0.26% +234 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 19,959 $3.5M 0.85% -16,003 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 19,927 $3.49M 0.82% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 19,917 $3.49M 0.85% +18,265 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,891 $3.49M 0.22% -48 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 19,771 $3.46M 0.12% -5,833 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,631 $3.44M 0.21% -785 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 19,495 $3.42M 0.61% +423 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 19,424 $3.4M 1.42% +1,037 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 19,421 $3.4M 0.71% +1,461 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,410 $3.4M 1% -499 13F-HR/A Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 19,361 $3.39M 2.34% +597 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 19,343 $3.39M 3.02% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 19,309 $3.38M 2.14% +2,969 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 19,239 $3.37M 1.34% +3,455 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 19,172 $3.36M 1.65% -626 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,154 $3.36M 0.01% +2,250 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 19,152 $3.36M 0.09% -38,086 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 19,074 $3.34M 0.19% +4,162 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 18,829 $3.3M 1.01% -129 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 18,769 $3.29M 0.07% -276 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 18,769 $3.29M 0.29% -707 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 18,759 $3.29M 0.48% -280 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 18,674 $3.27M 0.46% +5,410 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 18,647 $3.27M 1.59% -476 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,618 $3.26M 0.08% -19,767 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 18,613 $3.26M 0.04% +2,089 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 18,603 $3.26M 1.93% new 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 18,550 $3.25M 1.9% 0 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 18,531 $3.25M 0.08% +7,801 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,466 $3.24M 0.09% +14,817 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 18,340 $3.21M 2.31% +1,064 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 18,331 $3.21M 0.24% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 18,320 $3.21M 1.61% +146 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 41,215 $3.2M 1.48% +27,832 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 18,242 $3.2M 0.92% +64 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,183 $3.19M 0.31% -126 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,136 $3.18M 0.23% +790 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,081 $3.17M 0.14% +268 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 18,065 $3.17M 0.01% -19,775 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,010 $3.16M 0.12% +6,751 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 18,000 $3.15M 2% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 17,842 $3.13M 0.54% +8,626 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,873 $3.12M 0.26% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 17,163 $3.11M 1.72% +6,700 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 17,725 $3.11M 0.61% -497 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 17,693 $3.1M 0.2% -637 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 17,666 $3.1M 1.01% +1,528 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 17,525 $3.07M 0.41% -360 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 17,516 $3.07M 1.99% +3,581 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 17,468 $3.06M 0.63% -1,083 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 17,425 $3.05M 0.33% +808 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 17,420 $3.05M 1.26% +3,799 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 17,403 $3.05M 0.76% +6,914 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 17,305 $3.03M 0.26% -692 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 17,200 $3.01M 0.22% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 17,160 $3.01M 0.11% +2,874 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,149 $3.01M 0.18% +2,210 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,100 $3M 0.01% +702 13F-HR/A Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 17,093 $3M 2.35% -1,126 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,072 $2.99M 0.18% +2,236 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 16,996 $2.98M 0.08% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,947 $2.97M 0.76% -213 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,909 $2.96M <0.01% +2,053 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 16,855 $2.95M 0.76% +3,555 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,852 $2.95M 0.11% -2,643 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 16,790 $2.94M 0.14% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 16,753 $2.94M 2.88% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,709 $2.93M 0.3% +11,739 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 16,600 $2.91M 0.13% +16,045 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,578 $2.9M 1.09% +56 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 16,574 $2.9M 0.61% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,380 $2.87M 0.68% -270 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,331 $2.86M 0.08% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 16,307 $2.86M 0.29% -1,703 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 16,232 $2.84M 1.45% -80 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 16,231 $2.84M 0.54% -273 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,204 $2.84M 0.71% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 16,201 $2.84M 1.28% +930 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 16,017 $2.81M 2.38% -10,907 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,987 $2.8M 0.2% +3,170 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 15,911 $2.79M 0.54% +31 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,896 $2.79M 0.03% +3,401 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,830 $2.77M 1.49% +5,105 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,823 $2.77M 0.18% -4,108 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 15,199 $2.76M 2.45% 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 21,635 $2.74M 1.55% -1,018 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 15,650 $2.74M 0.78% -1,700 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,534 $2.72M 0.28% -1,144 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 15,346 $2.69M 0.55% +3,112 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,271 $2.68M 0.22% +1,041 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 15,248 $2.67M 0.17% +3,898 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,082 $2.64M 0.09% +5,069 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 15,078 $2.64M 0.23% -156 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,078 $2.64M 0.05% +487 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,074 $2.64M 0.27% +33 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 15,072 $2.64M 2.4% -203 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 15,000 $2.63M 0.51% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 14,970 $2.62M 0.22% +9,060 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 14,899 $2.61M 0.41% +12,024 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,897 $2.61M 0.33% +4,575 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 14,830 $2.6M 0.34% -2,240 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 14,801 $2.59M 0.51% -11,936 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 14,780 $2.59M 0.09% 0 13F-HR Timeline Group Valmark Advisers, Inc. 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