Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,551 $1.77M 0.04% +1,361 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,806 $1.77M 0.06% +1,917 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 11,528 $1.77M +9,461 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,528 $1.77M 0.05% +5,456 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 11,519 $1.77M 0.22% -422 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,761 $1.76M 0.79% -231 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,397 $1.75M 0.08% -154 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 11,333 $1.74M 1.17% +392 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 11,167 $1.74M 1.4% +631 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 11,246 $1.73M 0.97% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,223 $1.72M 0.05% new 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 11,132 $1.71M 0.72% -19,929 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,131 $1.71M 0.62% +33 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,096 $1.7M 0.35% +7,368 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 11,080 $1.7M 0.13% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 11,046 $1.7M 0.49% +462 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,017 $1.69M 0.07% -1,220 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,024 $1.69M 0.1% +505 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,006 $1.69M 0.66% +69 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,976 $1.69M 0.04% -400 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 10,922 $1.68M 0.73% 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 10,595 $1.68M 0.69% -69 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10,867 $1.67M 1.47% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10,846 $1.67M 0.26% +1,319 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,836 $1.66M 0.41% -4 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,822 $1.66M 0.24% -63 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,817 $1.66M 0.04% +22 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,741 $1.65M 0.46% +14 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,725 $1.65M 0.08% +1,181 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,710 $1.65M 0.49% +76 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,700 $1.64M 0.42% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,688 $1.64M 0.33% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 13,055 $1.63M 0.13% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,623 $1.63M 0.04% -203,260 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,572 $1.62M 0.07% -3 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 10,572 $1.62M 0.07% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,567 $1.62M 0.22% +573 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,565 $1.62M 0.49% -1,625 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,553 $1.62M 1.34% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,540 $1.61M 0.04% +231 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,509 $1.61M 0.06% +24 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 10,502 $1.61M 0.29% -25 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 10,491 $1.61M 0.88% -2,222 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 10,379 $1.61M 0.6% +352 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,482 $1.61M 0.03% -1,502 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,470 $1.61M 0.11% +3,980 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 10,375 $1.59M 0.08% +800 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 10,375 $1.59M 0.94% 13F-HR/A Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,373 $1.59M 0.28% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,352 $1.59M 0.22% +482 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 10,305 $1.58M 1.13% +100 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 10,271 $1.58M 0.53% 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,215 $1.57M 0.08% -19,096 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,208 $1.57M 0.09% -68 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,172 $1.56M 0.11% -1,319 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 10,171 $1.56M 0.18% -186 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 9,983 $1.56M 0.33% -2,102 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,145 $1.56M 0.02% +941 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 10,137 $1.56M 0.58% +236 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,108 $1.55M 0.38% +33 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 10,100 $1.55M 0.5% +1,310 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,070 $1.55M 0.56% +428 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 9,927 $1.54M 0.02% +1,124 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,029 $1.54M 0.32% -45 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,028 $1.54M 0.08% +660 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 10,022 $1.54M 0.33% +67 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,003 $1.54M 0.27% +7 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,990 $1.53M 0.02% +7 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,950 $1.53M 0.26% -1,660 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,875 $1.52M 0.18% -627 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,874 $1.52M 0.18% -1,775 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 9,870 $1.52M 0.75% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,868 $1.52M 0.05% +2,370 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,844 $1.51M 0.84% +365 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 9,828 $1.51M 0.19% -1,041 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,828 $1.51M 0.35% -132 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 9,671 $1.51M 0.59% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,805 $1.51M 0.34% -123 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,783 $1.5M 0.31% new 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 9,769 $1.5M 0.76% -46 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,706 $1.49M 0.08% -1,948 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 9,665 $1.48M 0.73% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,670 $1.48M 0.04% +1,204 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,605 $1.48M 0.53% -2,384 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,598 $1.47M 0.59% -11,350 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 9,575 $1.47M 1.43% 0 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,561 $1.47M 0.49% -105 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 9,559 $1.47M 0.69% -1,644 13F-HR Timeline Group Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 9,550 $1.47M 0.11% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,543 $1.47M 0.1% -8 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,535 $1.46M 0.53% -149 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 9,535 $1.46M 0.94% -11 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,534 $1.46M 0.14% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,534 $1.46M 0.01% -3,513 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 9,463 $1.45M 0.88% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 9,456 $1.45M 0.08% +170 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,440 $1.45M 0.08% +151 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,420 $1.45M 0.42% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,407 $1.44M 0.1% -587 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,388 $1.44M 0.85% +1,288 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,387 $1.44M 0.08% +185 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 9,358 $1.44M 0.39% -237 13F-HR/A Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 9,349 $1.44M 1.1% +822 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 9,333 $1.43M 0.12% -255 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 9,305 $1.43M 0.61% +296 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 9,290 $1.43M 0.1% +184 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,267 $1.42M 0.06% -1,128 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,247 $1.42M 0.11% +609 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,238 $1.42M 0.08% +4,506 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 9,215 $1.42M 1.48% -10,805 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,148 $1.41M 0.29% +16 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,147 $1.41M 0.02% +446 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,124 $1.4M 0.99% +1,692 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,078 $1.4M 0.11% +6,114 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,087 $1.4M 0.02% -932 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 9,075 $1.39M 0.78% 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 9,049 $1.39M 0.02% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 9,049 $1.39M 0.03% +519 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,044 $1.39M 0.09% -191 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 9,025 $1.39M 0.19% -21,705 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,010 $1.38M 0.07% +4,721 13F-HR/A Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 9,000 $1.38M 0.99% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,972 $1.38M 0.26% -230 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,958 $1.38M 0.08% +113 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 8,930 $1.37M 0.09% -220 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 8,879 $1.36M 0.7% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,857 $1.36M 0.05% +2,432 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 8,804 $1.35M 0.15% -1,751 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,804 $1.35M 0.08% +4,872 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,799 $1.35M 0.15% +1,132 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,788 $1.35M 0.06% +201 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 8,786 $1.35M 0.5% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,784 $1.35M 0.39% -77 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 8,779 $1.35M 0.63% -297 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,763 $1.35M 0.15% +1,702 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,738 $1.34M 0.19% -54 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,732 $1.34M 0.03% +32 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,703 $1.34M 0.18% +277 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,644 $1.33M 0.16% +1,227 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,642 $1.33M 0.09% +152 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,619 $1.32M 0.02% +1,562 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,610 $1.32M 0.06% -237 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,610 $1.32M 0.05% +494 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,524 $1.31M 0.05% +35 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,497 $1.3M 0.46% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,484 $1.3M 0.04% +848 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,478 $1.3M 0.65% -530 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,379 $1.29M 0.28% +563 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,360 $1.28M 0.14% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,311 $1.28M 0.07% +195 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,310 $1.28M 0.11% +4,715 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,291 $1.27M 0.08% -177 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,271 $1.27M 0.23% +10 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,244 $1.27M 0.14% +30 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,205 $1.26M 0.27% +223 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 8,200 $1.26M 0.08% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 8,169 $1.25M 0.77% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,150 $1.25M 0.09% -24 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,140 $1.25M 0.12% -145 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,138 $1.25M 0.05% -1,840 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,108 $1.25M 0.2% -594 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,094 $1.24M 0.7% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,090 $1.24M 0.32% -88 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,080 $1.24M 0.33% +4 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,072 $1.24M 0.4% -63 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,061 $1.24M 0.23% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,928 $1.24M 0.11% -944 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,052 $1.24M 0.48% +328 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 8,021 $1.23M 1.07% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,000 $1.23M 0.01% +5,691 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,988 $1.23M 0.4% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,973 $1.22M 0.21% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 7,930 $1.22M 0.02% +1,520 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,910 $1.22M 0.36% 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 7,907 $1.21M 0.14% +263 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,871 $1.21M 0.18% +13 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,862 $1.21M 0.4% +3,336 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,839 $1.2M 0.01% -12,322 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,827 $1.2M 0.03% +439 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,803 $1.2M 0.07% +16 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,790 $1.2M 0.13% +6,140 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 7,767 $1.19M 0.11% -80 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,711 $1.18M 0.04% +178 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,490 $1.18M 0.27% +1,213 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,662 $1.18M 1.06% -405 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,650 $1.18M 0.31% +3,943 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,628 $1.17M 0.08% -150 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,603 $1.17M 0.09% +2,495 13F-HR Timeline Group EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 7,602 $1.17M -1,902 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,588 $1.17M 0.02% +2,732 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,575 $1.16M 0.76% -200 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,567 $1.16M 0.06% -825 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,563 $1.16M 0.04% +2,927 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,534 $1.16M 0.45% +923 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 7,470 $1.15M 0.2% +948 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,491 $1.15M 0.29% +710 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,483 $1.15M 0.26% +110 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,456 $1.15M 0.24% -296 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,410 $1.14M 0.02% +1,336 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,335 $1.14M 0.13% +1,912 13F-HR Timeline