Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 16,149 $3.09M 2.09% -200 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 16,099 $3.08M 0.23% -128 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 16,072 $3.08M 1.17% -3,426 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 16,026 $3.07M 0.22% +2,242 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,017 $3.07M <0.01% -1,010 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,991 $3.06M 0.04% -180 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 16,962 $3.06M +496 Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 15,956 $3.06M 2.26% +1,496 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 15,854 $3.04M 0.59% +647 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,822 $3.03M 1.44% +2,325 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,798 $3.03M 0.17% +7,933 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 15,736 $3.01M 0.44% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 15,436 $3.01M 1.34% +131 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,688 $3.01M 0.16% +395 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 15,684 $3M 2.44% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 15,678 $3M 0.1% +1,717 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 15,563 $2.98M 1.67% +256 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 15,512 $2.97M 0.37% +5,540 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 15,472 $2.96M 0.49% -15 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15,437 $2.96M 1.54% +3,514 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,441 $2.96M 0.08% -4,495 13F-HR/A Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 15,429 $2.96M +1,350 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,383 $2.95M 0.31% +542 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 15,215 $2.91M 0.46% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,212 $2.91M 0.26% +359 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,170 $2.91M 0.28% new 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 15,001 $2.87M +4,850 Timeline Farmers National Bank More: the full row for Farmers National Bank 14,868 $2.85M 0.64% +114 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 14,829 $2.84M 1.11% +607 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 14,764 $2.83M 1.87% +215 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 14,728 $2.82M 0.24% +999 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14,684 $2.81M 1.22% +27 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,648 $2.81M 0.21% -180 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 14,588 $2.79M 1.6% +506 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,578 $2.79M 1.02% +296 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 14,479 $2.77M 0.05% 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 14,475 $2.77M 2.34% -650 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 14,433 $2.77M 0.41% -109 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 14,419 $2.76M 0.15% +94 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,332 $2.75M 1.51% +4,114 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 14,203 $2.72M 1.74% +173 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,591 $2.71M 0.71% +2,729 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,150 $2.71M 0.14% +11,123 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 14,044 $2.69M 0.05% +38 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 14,038 $2.69M 0.1% +1 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 14,035 $2.69M 1.82% -3,629 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,005 $2.68M 0.1% -6,351 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 13,923 $2.67M 2.14% +903 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,853 $2.65M 0.4% +7 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 13,819 $2.65M 0.41% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 13,816 $2.65M 0.52% +40 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 13,769 $2.64M 0.01% -1,396 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 13,766 $2.64M 1.23% -1,066 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13,728 $2.63M 0.03% -729 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 13,706 $2.63M 0.74% +2,391 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 13,663 $2.62M 1.02% -265 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,657 $2.62M 0.12% +611 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,631 $2.61M 1.58% +1,978 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,603 $2.61M 0.13% -5 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,559 $2.6M 0.07% +1,372 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 13,512 $2.59M 1.91% -1,238 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,022 $2.57M 0.03% +121 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,361 $2.56M 0.09% +236 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,328 $2.55M 0.16% -16 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,324 $2.55M 0.28% +43 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 13,313 $2.55M 1% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,255 $2.54M 0.17% -64,692 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,212 $2.53M 0.12% +3,428 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 13,181 $2.52M 1.57% +3,195 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 13,173 $2.52M 0.53% -1,254 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 13,100 $2.51M 0.08% -725 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 13,019 $2.51M 0.07% +10,204 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 13,063 $2.5M 0.93% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,038 $2.5M 0.2% -580 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 13,027 $2.5M 7.84% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,021 $2.49M 0.16% +800 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,994 $2.49M 1.62% -50 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,964 $2.48M 1.24% -2,454 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,268 $2.48M 0.06% -9,258 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 12,949 $2.48M 1.38% -976 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,896 $2.47M 0.21% -289 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,881 $2.47M 0.12% +253 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,822 $2.46M 0.13% +1,050 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,794 $2.45M 0.08% -5,816 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,791 $2.45M 1.25% +185 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 12,759 $2.44M 0.84% -329 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 12,745 $2.44M 2.39% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,732 $2.44M 1.54% +496 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,694 $2.43M 0.09% -1,630 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,600 $2.41M 0.11% -903 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 12,596 $2.41M 0.05% +8,775 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,586 $2.41M 0.08% -2,210 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 12,516 $2.4M 2.34% +1,281 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 12,488 $2.39M 0.48% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,486 $2.39M 0.33% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 12,475 $2.39M 1.23% +9,710 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 12,447 $2.38M 1.61% -1,363 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12,327 $2.37M 0.42% -4,460 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 12,187 $2.33M 1.09% +151 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,141 $2.33M 0.84% -458 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,115 $2.32M 0.69% -307 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 12,054 $2.31M 0.28% +434 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,004 $2.3M 0.11% +698 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,000 $2.3M 0.16% 0 13F-HR Timeline Group 14B Captial Management LP More: the full row for 14B Captial Management LP 12,000 $2.3M 1.85% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 11,537 $2.29M 1.17% +1,465 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,944 $2.29M 0.07% -103 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 11,924 $2.28M 3.37% +48 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 11,899 $2.28M 1.72% +8,960 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 11,876 $2.27M 0.67% -870 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,872 $2.27M 0.73% -143 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 11,867 $2.27M 1.43% +4,489 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11,862 $2.27M 0.14% -132 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 11,816 $2.26M 0.17% -204 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 11,811 $2.26M 1.54% -3,281 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 11,792 $2.26M 0.13% +236 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,759 $2.25M 0.55% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,726 $2.25M 0.47% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,710 $2.24M 0.08% +377 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,651 $2.23M 0.2% -787 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,647 $2.23M 0.82% -78 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 11,640 $2.23M 0.06% -2,623 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 11,574 $2.22M 1.25% +1,089 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,551 $2.21M 0.87% +2,333 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 11,500 $2.2M 0.21% -630 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 11,468 $2.2M 0.87% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 11,450 $2.19M 0.9% -800 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,441 $2.19M 0.04% +2,127 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11,413 $2.19M 0.11% -420 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,375 $2.18M 0.49% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 11,358 $2.18M 0.93% +45 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,356 $2.18M 1.18% -1,395 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,355 $2.18M 0.11% +2,811 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,327 $2.17M 0.72% +90 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,309 $2.17M 0.11% +224 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 11,300 $2.16M 0.16% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,259 $2.16M 0.44% -10 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,171 $2.14M 0.14% +20 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,842 $2.14M 0.04% +1 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 11,122 $2.13M 0.55% -781 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,989 $2.11M 0.17% -4,270 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,961 $2.1M 0.1% +1,765 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,907 $2.09M 0.21% +713 13F-HR Timeline Running Oak Capital LLC More: the full row for Running Oak Capital LLC 10,902 $2.09M 0.26% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,868 $2.08M 0.03% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,862 $2.08M 1.16% -1,226 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,832 $2.07M 0.01% +563 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 10,822 $2.07M 2.63% +1,720 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,817 $2.07M 0.08% +2,416 13F-HR Timeline Group ASL Financial, LLC More: the full row for ASL Financial, LLC 10,940 $2.07M 1.62% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,675 $2.05M 0.15% -480 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 10,600 $2.03M 0.08% -402 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 10,600 $2.03M <0.01% new 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 10,589 $2.03M 0.68% +5,239 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,501 $2.01M 0.22% -173 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,501 $2.01M 0.22% +537 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,490 $2.01M 0.12% +179 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 10,449 $2M 0.35% -4,949 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,440 $2M 0.5% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 10,437 $2M 0.77% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,432 $2M 0.3% +9,360 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,408 $1.99M 0.84% +16 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,374 $1.99M 0.12% 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 10,338 $1.98M 2.13% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 10,332 $1.98M 0.51% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,301 $1.97M 0.05% +7,323 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,269 $1.97M 0.25% -3,401 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,262 $1.97M 0.09% +861 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 10,253 $1.96M 0.34% -1,307 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,250 $1.96M 0.45% +134 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 10,155 $1.95M 0.28% -675 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,044 $1.94M 1.2% -427 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,095 $1.93M +818 Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,080 $1.93M 0.09% -1,691 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,992 $1.91M 0.58% +50 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 9,972 $1.91M 0.22% +5,197 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 9,909 $1.9M 1.43% +960 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 9,900 $1.9M 0.68% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,899 $1.9M 0.03% -344 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,837 $1.88M 0.03% +1,551 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,736 $1.87M 0.69% -191 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 9,724 $1.86M 0.84% +3,315 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,710 $1.86M 0.55% 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,618 $1.85M 0.7% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,637 $1.85M 0.06% -318 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,623 $1.84M 0.13% -351 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,613 $1.84M 0.27% +7,840 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,606 $1.84M 0.43% -968 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,600 $1.84M 0.04% -378,264 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,588 $1.84M 0.08% -683 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,558 $1.83M 0.04% -2,314 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,538 $1.83M 0.13% +2,192 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,522 $1.82M 0.42% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,447 $1.81M <0.01% -38,317 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 9,439 $1.81M 1.2% 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,430 $1.81M 0.2% -105 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 9,317 $1.78M 0.3% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,263 $1.77M 0.2% -135 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,222 $1.77M 0.01% -2,547 13F-HR/A Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 9,206 $1.76M 0.52% -82 13F-HR Timeline