Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 14,264 $2.71M 0.68% +11,326 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,259 $2.71M 0.08% +3,477 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 14,184 $2.69M 0.45% -79 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 14,156 $2.69M 0.74% -578 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 14,130 $2.68M 1.69% -19,049 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 14,056 $2.67M 0.73% -375 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 14,050 $2.67M 0.5% +3,015 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 14,025 $2.66M 2.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,024 $2.66M 0.17% -817 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14,020 $2.66M 0.31% +194 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 13,927 $2.64M 0.88% +9,804 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,912 $2.64M 0.07% +436 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,908 $2.64M 0.19% +512 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 13,905 $2.64M 0.75% +72 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,818 $2.62M 0.23% -72 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 13,807 $2.62M 0.05% -14,559 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 13,793 $2.62M 0.81% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,754 $2.61M 0.13% +109 13F-HR Timeline United Bank More: the full row for United Bank 13,752 $2.61M 0.79% +317 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 13,744 $2.61M 0.4% -136 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 13,742 $2.61M 0.77% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,727 $2.6M 1.02% +27 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 13,653 $2.59M 0.39% +57 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 13,612 $2.58M 0.6% +7 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 13,607 $2.58M 0.58% -1,054 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,509 $2.56M 0.12% -268 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,503 $2.56M 0.06% -9,643 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13,468 $2.56M 0.22% +191 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,416 $2.55M 0.07% +515 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 13,191 $2.54M 0.56% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 13,396 $2.54M 0.54% -116 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 13,361 $2.53M 0.2% -324 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,359 $2.53M 0.15% +1,619 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,351 $2.53M 0.16% -682 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 13,343 $2.53M 0.14% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 12,877 $2.53M 0.6% -734 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 13,317 $2.53M 0.5% -7 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 13,314 $2.53M 0.62% +6,683 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 13,310 $2.53M 0.27% -32 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 13,300 $2.52M 0.57% +475 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,297 $2.52M 0.09% +249 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,209 $2.51M 0.03% +503 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 13,163 $2.5M 0.58% +9 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 13,139 $2.49M 1.21% +360 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 13,139 $2.49M 1.06% +28 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,124 $2.49M 0.82% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,116 $2.49M 0.82% -380 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,101 $2.49M 0.23% +352 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 13,095 $2.48M 0.75% -116 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 13,078 $2.48M 0.66% +928 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,067 $2.48M 0.08% -5,430 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 13,059 $2.48M 1.71% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 13,048 $2.48M 1.02% +1,832 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 13,015 $2.47M 0.78% +515 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 13,000 $2.47M 0.13% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 12,958 $2.46M 1.66% -282 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 12,950 $2.46M 0.71% -41 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 12,931 $2.45M 1.45% -2,330 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 12,928 $2.45M 0.01% 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,898 $2.45M 0.68% +3,440 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 12,868 $2.44M 0.06% +8,279 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,816 $2.43M 0.46% +712 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12,808 $2.43M 0.21% +562 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 12,805 $2.43M 1.08% -27 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 12,805 $2.43M 1.21% +112 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,751 $2.42M 0.32% -1 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,716 $2.41M 0.65% -30 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,701 $2.41M 0.55% -1,076 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,691 $2.41M 0.14% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,666 $2.4M 0.1% +640 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,665 $2.4M 0.24% +9,302 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 12,659 $2.4M 1.15% -116 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,645 $2.4M 0.24% -264 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,636 $2.4M 0.06% +3,478 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 12,604 $2.39M <0.01% +4,334 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,607 $2.39M 0.31% 0 13F-HR Timeline Titan Investment Solutions Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Investment Solutions Ltd 12,580 $2.39M 0.27% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,527 $2.38M 0.04% +1,651 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 12,503 $2.37M 0.29% +717 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 12,063 $2.37M 0.37% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 12,482 $2.37M 0.04% -16,993 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 12,434 $2.36M 1.72% 0 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 12,428 $2.36M 0.18% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 12,422 $2.36M 0.12% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,029 $2.36M 0.22% +46 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,411 $2.35M 0.15% -362 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,399 $2.35M 0.13% +302 13F-HR Timeline City State Bank More: the full row for City State Bank 12,355 $2.34M 0.54% -15 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 12,353 $2.34M 0.14% +825 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 12,276 $2.33M 1.25% -8 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,248 $2.32M 0.31% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,243 $2.32M 0.43% +386 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,235 $2.32M 0.17% +1,076 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 12,230 $2.32M 0.92% -107 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 12,215 $2.32M 1.41% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 12,196 $2.31M 1.05% +11 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 12,191 $2.31M 0.76% -72 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,061 $2.31M 0.14% +2,611 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 12,175 $2.31M 0.18% -2,000 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 12,151 $2.31M 0.7% -150 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 12,119 $2.3M 0.52% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,097 $2.3M 0.11% -669 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 12,094 $2.29M 0.08% -395 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,048 $2.29M 0.05% +150 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,042 $2.28M 0.39% -10 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,033 $2.28M 0.33% -972 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 12,031 $2.28M 1.35% +2,307 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,030 $2.28M 0.03% +4,633 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 11,982 $2.27M 0.09% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,976 $2.27M 0.58% -99 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,948 $2.27M 0.2% -903 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,931 $2.26M -9,165 Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 11,898 $2.26M 1.02% +7,459 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 11,895 $2.26M 0.03% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,883 $2.25M 0.61% +1,471 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11,833 $2.25M 0.15% +2,006 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,775 $2.23M 0.7% +9,990 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 11,758 $2.23M 0.46% +57 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,749 $2.23M 0.08% -2,797 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 11,740 $2.23M 0.18% -1,203 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,717 $2.22M 0.09% +207 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,707 $2.22M 0.12% +167 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,681 $2.22M 0.04% +1,312 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 11,646 $2.21M 0.81% +1,195 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 11,640 $2.21M 0.94% +147 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 11,606 $2.2M 0.32% -934 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 11,540 $2.19M 0.13% +233 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 9,814 $2.19M 1.45% -33 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,500 $2.18M 0.11% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,492 $2.18M 0.13% +1,208 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 11,465 $2.18M 0.17% +9,282 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,438 $2.17M 0.09% +2,434 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,424 $2.17M 0.15% +139 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,390 $2.16M 0.08% +7,758 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 11,376 $2.16M 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,367 $2.16M 0.11% +381 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,339 $2.15M 0.22% +954 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,338 $2.15M 0.75% -48 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 11,325 $2.15M 0.03% +1,138 13F-HR Timeline Group Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 11,320 $2.15M 1.67% -300 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,318 $2.15M 0.24% +2,818 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 11,300 $2.14M 0.86% +1,600 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 11,262 $2.14M 0.44% -29 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 11,251 $2.13M 0.03% -544,901 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,224 $2.13M 0.08% +1,631 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 11,211 $2.13M 0.93% +148 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 11,156 $2.12M 0.16% +135 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 11,152 $2.12M 0.91% +146 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 11,149 $2.12M 0.6% +8,685 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,149 $2.12M 0.54% -172 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 11,130 $2.11M 0.1% +92 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,106 $2.11M 0.12% +2,085 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 11,079 $2.1M 1.44% -1,853 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 11,075 $2.1M 0.08% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 10,976 $2.08M 0.21% +87 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,939 $2.08M 0.28% +267 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,939 $2.08M 0.28% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,930 $2.07M 0.52% +1,379 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,911 $2.07M 0.36% -1,411 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,873 $2.06M 0.33% +1 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 10,806 $2.05M 0.32% -62 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,802 $2.05M 0.58% +497 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,731 $2.04M 0.14% +4 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,731 $2.04M 0.72% -22 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,718 $2.03M 0.52% +568 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,718 $2.03M 0.51% +1,324 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 10,715 $2.03M 1.19% +801 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,705 $2.03M 0.04% -10 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 10,699 $2.03M 0.57% -1,403 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,694 $2.03M 0.46% -459 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 10,691 $2.03M 0.73% +550 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,656 $2.02M 0.5% -44 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,655 $2.02M 1.42% +1,325 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,298 $2.02M 0.31% +79 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 10,595 $2.01M 0.39% -12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,272 $2.01M 0.11% -15 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 10,564 $2M 0.08% -2,829 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,532 $2M 0.9% +700 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 10,531 $2M 0.36% -466 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,530 $2M 0.55% -526 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,509 $1.99M 0.21% -893 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 10,483 $1.99M 0.8% -9 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,466 $1.99M 0.13% -841 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,443 $1.98M 0.12% +1,050 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 10,439 $1.98M 0.93% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 10,409 $1.97M 1.31% +159 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 10,406 $1.97M 0.38% -1,688 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,406 $1.97M 0.05% -632 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 10,395 $1.97M 0.46% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,359 $1.97M 0.47% -981 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,351 $1.96M 0.06% -924 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 10,350 $1.96M 0.18% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 10,340 $1.96M 1.2% +139 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 10,331 $1.96M 0.17% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,318 $1.96M 0.21% -1,584 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,707 $1.96M 0.05% -438 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,310 $1.96M 0.05% +214 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,297 $1.95M 0.17% +572 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,292 $1.95M 0.12% -7,945 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,262 $1.95M 0.53% -61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.