LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 867 $353K <0.01% new 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 866 $353K 0.06% +25 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 857 $349K 0.04% +269 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 853 $347K 0.04% +12 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 850 $346K 0.06% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 845 $344K 0.14% -35 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 844 $344K 0.14% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 843 $343K 0.16% +2 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 842 $343K 0.14% +150 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 841 $343K 0.05% +7 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 824 $342K 0.05% +17 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 837 $341K <0.01% +152 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 836 $340K 0.01% +19 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 835 $340K 0.01% +59 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 827 $337K 0.19% -25 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 826 $336K 0.1% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 826 $336K 0.02% -69 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 822 $335K 0.09% -592 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 822 $335K 0.28% -4 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 818 $333K 0.06% -44 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 817 $333K 0.04% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 814 $332K 0.06% -63 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 812 $331K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 811 $330K 0.02% -394 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 799 $325K 0.01% -143 13F-HR/A Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 797 $325K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 798 $325K 0.04% -4 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 794 $323K <0.01% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 793 $323K 0.02% +49 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 750 $323K 0.23% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 790 $322K 0.04% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 789 $321K 0.07% +101 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 789 $321K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 788 $321K <0.01% -21 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 787 $321K 0.06% -25 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 786 $320K 0.17% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 785 $320K 0.02% +5 13F-HR Timeline Busey Bank More: the full row for Busey Bank 783 $319K 0.01% +29 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 779 $317K 0.02% -570 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 779 $317K 0.17% -81 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 724 $317K 0.01% +224 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 778 $317K 0.11% -89 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 776 $316K 0.07% -31 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 775 $316K 0.1% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 774 $315K 0.03% -134 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 773 $315K 0.12% +8 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 773 $315K 0.12% -94 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 773 $315K -2 Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 769 $313K 0.02% +139 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 766 $312K 0.27% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 765 $312K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 753 $307K 0.04% +34 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 753 $307K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 751 $306K 0.07% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 750 $305K 0.19% -19 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 750 $305K 0.04% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 750 $305K 0.08% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 750 $305K 0.03% 0 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 750 $305K 0.21% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 749 $305K 0.04% +68 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 746 $304K 0.11% -275 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 740 $303K 0.06% -402 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 743 $303K 0.04% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 743 $303K 0.02% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 682 $302K 0.22% +4 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 741 $302K 0.01% -83 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 737 $300K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 736 $300K 0.03% +7 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 733 $299K 0.05% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 731 $298K 0.03% -94 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 731 $298K 0.03% -162 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 729 $297K 0.01% +371 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 658 $297K 0.1% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 725 $295K 0.04% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 722 $294K 0.03% +81 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 721 $294K 0.03% +70 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 761 $293K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 719 $293K 0.03% -42 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 717 $293K 0.03% -586 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 716 $292K 0.01% -31 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 717 $292K 0.02% -21 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 714 $291K 0.24% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 711 $290K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 711 $290K 0.01% -172 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 705 $287K 0.01% -112 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 705 $287K 0.08% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 703 $286K 0.05% -7 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 701 $286K 0.16% -194 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 700 $285K 0.03% -82 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 700 $285K 0.14% -100 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 700 $285K 0.04% 0 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 700 $285K 0.18% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 693 $282K 0.02% -390 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 690 $281K 0.13% -5 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 690 $281K 0.04% -203 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 687 $280K 0.13% +14 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 685 $279K 0.02% -3,716 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 684 $279K 0.01% -1,541 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 683 $278K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 676 $275K 0.04% -193 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 674 $274K 0.03% -125 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 674 $274K 0.02% -33 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 668 $272K 0.03% +15 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 668 $272K 0.17% -81 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 607 $271K 0.03% -14 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 666 $271K 0.2% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 662 $270K 0.06% +172 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 660 $269K 0.02% -927 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 660 $269K 0.12% -227 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 659 $269K 0.07% -36 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 659 $268K 0.18% -61 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 635 $268K 0.01% +60 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 658 $268K 0.01% -9 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 658 $268K 0.02% +17 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 658 $268K 0.03% +110 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 654 $266K 0.03% +44 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 652 $266K 0.17% -201 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 595 $264K 0.03% -5,457 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 649 $264K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooper Financial Group More: the full row for Cooper Financial Group 648 $264K 0.02% -97 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 645 $263K <0.01% +1 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 645 $262K 0.02% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 644 $262K 0.02% -182 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 644 $262K 0.03% -182 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 644 $262K 0.04% -12 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 642 $262K 0.04% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 642 $262K 0.05% +481 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 640 $261K 0.02% +10 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 636 $259K 0.01% +2 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 609 $259K 0.01% -181 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 635 $258K 0.09% -72 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 633 $258K 0.06% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 632 $257K 0.04% -40 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 630 $257K 0.02% -17 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 628 $256K 0.06% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 627 $255K 0.12% +28 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,162 $254K 0.06% +2,269 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 623 $254K 0.05% +107 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 623 $254K 0.01% -7 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 622 $253K 0.04% -78 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 619 $252K 0.03% -305 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 618 $252K 0.01% -48 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 617 $251K 0.04% -568 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 610 $248K 0.05% +130 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 609 $248K 0.11% -384 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 612 $248K 0.04% -62 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 607 $247K 0.01% +104 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 606 $247K 0.03% -628 13F-HR/A Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 605 $246K 0.09% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 603 $246K 0.01% -416 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 602 $245K 0.04% -652 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 588 $245K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 601 $245K <0.01% -15,124 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 599 $244K 0.02% -72 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 598 $244K 0.06% -52 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 597 $243K 0.04% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 597 $243K 0.03% -301 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 596 $243K <0.01% -2,752 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 595 $242K 0.03% -5 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 595 $242K 0.1% +53 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 592 $241K 0.07% +28 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 592 $241K 0.06% +8 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 591 $241K 0.08% -118 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 590 $240K <0.01% -53 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 590 $240K 0.05% -18,645 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 590 $240K 0.12% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 589 $240K 0.04% -17 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 588 $239K 0.03% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 586 $239K 0.1% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 586 $239K 0.15% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 585 $238K 0.06% +5 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 567 $238K 0.02% -241 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 584 $238K 0.03% -42 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 582 $237K 0.02% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 579 $236K 0.08% -9 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 578 $235K 0.02% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 576 $235K 0.31% -44 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 575 $234K 0.01% +15 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 575 $234K 0.07% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 575 $234K 0.06% -35 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 575 $234K 0.03% -1,093 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 574 $234K 0.08% -1 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 573 $233K 0.01% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 569 $232K 0.02% -21 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 569 $232K 0.01% -314 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 564 $230K <0.01% -1,902 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 563 $229K -1,219 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 563 $229K 0.02% -43 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 563 $229K 0.02% -101 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 562 $229K 0.01% 0 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 560 $228K 0.05% -135 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 557 $227K 0.01% -112 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 557 $227K <0.01% -222 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 557 $227K <0.01% new 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 555 $226K 0.03% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 555 $226K 0.1% 13F-HR Timeline Granger Management LLC More: the full row for Granger Management LLC 553 $225K 0.07% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 553 $225K 0.18% +38 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 552 $225K 0.02% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 551 $224K 0.15% -333 13F-HR Timeline