LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 32,035 $6.15M 0.78% -1,966 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 31,973 $6.14M 0.16% +4,527 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 31,952 $6.13M 1.34% -457 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 31,929 $6.13M 0.43% +7,390 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 31,871 $6.12M 0.9% -4,683 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 31,809 $6.1M 0.23% +1,584 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 31,798 $6.1M 0.53% +441 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,778 $6.1M 0.21% +13,277 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 31,716 $6.09M 1.22% +727 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,646 $6.07M 0.08% +10,296 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 31,578 $6.06M 1.42% +8,682 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 31,558 $6.06M 1.42% +216 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 31,484 $6.04M 0.23% +134 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 31,462 $6.04M 1.24% +4,385 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 31,306 $6.01M 1.13% +4,360 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 31,297 $6.01M 1.66% +447 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,185 $5.99M 0.01% +4,233 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 31,097 $5.97M 0.2% +15,419 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 31,068 $5.96M 4.48% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 31,052 $5.96M 0.99% +715 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 30,982 $5.95M 0.41% +1,081 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 29,232 $5.94M 0.74% +11,310 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,757 $5.9M 0.21% -1,056 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 30,753 $5.9M 0.4% -112 13F-HR Timeline Group GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 30,611 $5.87M 0.39% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 30,542 $5.86M 0.73% -842 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 30,510 $5.86M 1.95% +294 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 29,542 $5.85M 0.33% +6,513 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 30,470 $5.85M 0.02% +10,479 13F-HR/A Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 30,415 $5.84M 1.12% +440 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 30,401 $5.83M 1.23% -7,111 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 30,377 $5.83M 0.96% +1,853 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 30,196 $5.8M 0.06% -28,648 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 30,150 $5.79M 0.64% -2,527 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 30,085 $5.77M 0.15% +638 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 29,979 $5.75M 1.03% +2,465 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 29,908 $5.74M 1.41% +1,036 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 29,829 $5.72M 6.31% +2,197 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 29,825 $5.72M 1.25% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 29,556 $5.67M 1.09% +189 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 29,437 $5.65M 0.73% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 29,430 $5.65M 0.73% +105 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 29,324 $5.63M 2.22% +946 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 29,282 $5.62M 0.37% +4,302 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 29,267 $5.62M 0.72% +2,674 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 29,211 $5.61M +5,981 Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 29,147 $5.59M 2% +2,746 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 28,971 $5.56M 1.92% +2,033 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 28,837 $5.55M 1.33% -882 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 28,809 $5.53M 0.09% +18,972 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 28,730 $5.51M 4.2% +257 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 28,500 $5.47M 33.43% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 28,481 $5.47M 0.03% +3,109 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 28,203 $5.41M 0.79% +1,023 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 28,119 $5.4M 0.03% -750 13F-HR/A Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 28,105 $5.39M 0.57% +4,109 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 28,067 $5.39M 0.13% -559 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 27,913 $5.36M 2.63% -3,176 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 26,245 $5.35M 1.92% -584 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 27,820 $5.34M 0.94% +5,246 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 27,811 $5.34M 5.1% +24,764 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 27,784 $5.33M +17,689 Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 27,623 $5.3M 1.9% +2,923 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 26,093 $5.29M 0.51% +145 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 27,580 $5.29M 2.08% +4,626 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 27,549 $5.29M 0.41% -15,326 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 27,527 $5.28M 3.72% +3,594 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 27,484 $5.27M 2.37% -32 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 27,453 $5.27M 0.78% +9,836 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 27,437 $5.27M 1.27% +313 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 27,385 $5.26M 1.78% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 27,242 $5.25M 0.11% +4,600 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 27,369 $5.25M 0.51% +2,400 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 27,168 $5.21M 2.5% -13 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 27,158 $5.21M 1.4% +4,238 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 27,119 $5.2M 0.59% +1,081 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 27,097 $5.2M 3.73% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 27,013 $5.18M 0.1% +2,160 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 26,880 $5.16M 2.43% -613 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 26,883 $5.16M 2.81% -545 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 26,810 $5.15M 0.33% +3,242 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 26,780 $5.14M 5.12% +75 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 26,759 $5.14M 1.22% +224 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 26,623 $5.11M 1.61% -90 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 26,517 $5.09M 5.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 26,402 $5.07M 3.55% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 26,084 $5.01M 1.28% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 26,047 $5M 2.85% -365 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,916 $4.97M 0.31% +1,863 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 25,864 $4.96M 1.45% +6,462 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 25,770 $4.95M 1.96% +1,275 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 25,719 $4.94M 0.09% +21,876 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 24,590 $4.93M 0.16% -1,441 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 25,741 $4.93M 0.03% +16,792 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,620 $4.92M 0.21% -686 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 25,619 $4.92M 0.56% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,610 $4.92M 0.14% +6,366 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 25,432 $4.9M 0.34% +1,929 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 25,489 $4.89M 0.77% -163 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 25,390 $4.89M 0.08% -2,183 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 25,243 $4.84M 2.97% +993 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 25,160 $4.83M 0.28% +913 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 25,065 $4.81M 1.53% +469 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 25,040 $4.81M 4.97% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,974 $4.79M 0.03% +6,973 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 24,970 $4.79M 0.3% +267 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 24,863 $4.77M 0.78% +304 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 20,812 $4.77M +3,850 Timeline CVFG LLC More: the full row for CVFG LLC 24,738 $4.75M 0.59% +1,165 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 24,449 $4.69M 3.39% +1,320 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 24,429 $4.69M 2.75% -123 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 24,366 $4.68M 0.02% -772 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 24,214 $4.65M 1.23% +536 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 24,109 $4.63M 0.24% -6,982 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 24,044 $4.61M 1.8% +1,428 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 24,043 $4.61M 0.79% +1,032 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,502 $4.61M 0.3% +2,530 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 23,994 $4.6M 1.02% -6,435 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23,971 $4.6M 0.72% +104 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 23,939 $4.59M 0.07% +4,481 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 23,649 $4.54M 2.34% +5,984 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 23,537 $4.52M 1.99% +1,787 13F-HR/A Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 23,525 $4.51M 4.6% -6,555 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 23,453 $4.5M 1.19% -49,185 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 23,425 $4.5M 0.09% -912 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 23,447 $4.49M 0.22% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 23,387 $4.49M 3.33% +433 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 23,336 $4.48M 0.17% -11,175 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 23,208 $4.45M 0.16% +10,514 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 23,000 $4.41M 2.08% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,906 $4.4M 0.1% +717 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 22,825 $4.38M 0.59% -5,000 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 22,799 $4.38M 6.16% -21,040 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 22,753 $4.37M 0.83% -389 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 22,647 $4.35M 1.09% +176 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 22,601 $4.34M 0.93% +32 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 22,600 $4.34M 1.41% -310 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,562 $4.33M 0.09% +177 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 22,221 $4.26M 0.26% +2,786 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 22,106 $4.24M 0.43% +2,840 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,952 $4.21M 0.05% -5,815 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,929 $4.21M 0.01% +5,912 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,908 $4.2M 0.38% -3,834 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 21,894 $4.2M 1.38% -2,006 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 21,811 $4.19M 0.51% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 21,668 $4.16M 1.44% -149 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 21,660 $4.16M 3.28% -4,359 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 21,639 $4.15M 0.08% +92 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 21,546 $4.14M 0.17% +2,944 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 21,428 $4.11M 0.05% +1,653 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 21,418 $4.11M 1.8% +2,069 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 25,563 $4.1M 0.75% +6,112 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,356 $4.1M 0.07% +1,026 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 21,346 $4.1M 0.46% +73 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,310 $4.09M 0.52% -225 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 21,187 $4.07M 0.39% +485 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,169 $4.06M 0.28% +1,425 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 21,137 $4.06M 2.26% +372 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 20,021 $4.04M 3.8% +677 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,034 $4.04M 0.59% +405 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 20,985 $4.03M 1.43% -1,281 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 20,950 $4.02M 0.13% +2,024 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 20,936 $4.02M 0.11% +2,940 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,820 $4M 0.09% -238 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 20,781 $3.99M 1.1% +188 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,756 $3.98M 0.05% -2,400 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 20,738 $3.98M 1.52% -643 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 20,596 $3.95M 2.31% -914 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 21,645 $3.93M 1% -98,798 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 20,408 $3.92M 0.37% -2,572 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20,390 $3.91M 0.76% +20,201 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 20,351 $3.91M 1.05% +1,456 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 20,347 $3.91M 0.8% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 20,308 $3.9M 1.14% -1,466 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 19,112 $3.89M 0.74% -56,872 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 20,245 $3.89M 2.12% -735 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 20,000 $3.84M 0.14% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 19,964 $3.83M 0.32% -355 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 19,939 $3.83M 0.5% 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 $3.81M 0.82% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 19,807 $3.8M 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 19,780 $3.8M 0.03% -2,393 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 19,744 $3.79M 2.04% +19,733 13F-HR Timeline Cambria Investment Management, L.P. 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