Verde Capital Management More: the full row for Verde Capital Management 20,819 $5.4M 1.53% +997 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,782 $5.39M 0.09% -7,072 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 20,700 $5.36M 1.99% -29 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 20,692 $5.36M 0.56% +758 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,647 $5.35M 0.1% +2,672 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 20,586 $5.34M 0.38% +1,643 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 20,485 $5.31M 2.08% -29 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 18,577 $5.25M 0.27% +859 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 20,249 $5.25M 0.3% -552 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,210 $5.24M 0.55% -4,720 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 20,169 $5.23M 0.03% +2,379 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,091 $5.21M 0.16% +283 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 20,000 $5.18M 0.58% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 19,891 $5.16M <0.01% -2,150 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 19,867 $5.15M 1.42% -2,342 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 19,700 $5.11M 0.58% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 19,700 $5.11M 0.5% +2,617 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,645 $5.1M 0.28% +670 13F-HR/A Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 19,535 $5.06M 0.21% -483 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 19,443 $5.04M 1.02% +4,063 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 19,355 $5.02M 0.17% +2,986 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19,342 $5.01M 1.67% +1,845 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 19,339 $5.01M 2.78% -2,000 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 19,266 $4.99M 0.06% +6,466 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 19,258 $4.99M 3.66% -93 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 19,240 $4.99M 0.37% +184 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,743 $4.98M 0.97% +767 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19,196 $4.97M 1.07% +1,549 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,192 $4.97M 1.62% -4,836 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 19,181 $4.97M 0.57% +3,866 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 19,180 $4.97M 2.28% +2,482 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 19,140 $4.96M 2.36% -1,929 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 19,040 $4.93M 0.35% +875 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,034 $4.93M 0.06% +7,560 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 18,949 $4.91M 0.64% -251 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,922 $4.9M 0.37% -1,390 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 18,911 $4.9M 0.55% -2,540 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,889 $4.9M 0.32% +662 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,886 $4.89M 0.42% -3,043 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,849 $4.88M 0.35% +2,550 13F-HR Timeline Duquesne Family Office LLC More: the full row for Duquesne Family Office LLC 18,838 $4.88M 0.16% -18,837 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 18,813 $4.88M 0.32% +3,472 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 18,837 $4.87M 0.45% +14,961 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 18,739 $4.86M 6.55% -9,828 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 18,702 $4.85M 0.12% -2,773 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 18,679 $4.84M 3.95% -5,210 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 18,594 $4.82M 1.39% -652 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,534 $4.8M 0.61% +2,260 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 18,453 $4.78M 0.49% -3,840 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 18,437 $4.78M 2.57% -15 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 18,415 $4.77M 1.4% +7,833 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 18,401 $4.77M 1.16% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,399 $4.77M 0.32% +1,622 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18,378 $4.76M 1.6% -59 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 18,196 $4.72M 0.18% -647 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 18,183 $4.71M 0.47% +1,646 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 18,171 $4.71M 0.41% -44,303 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 18,090 $4.69M 0.59% +1,959 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 18,027 $4.67M 0.09% +5,973 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,896 $4.67M 0.16% +1,806 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 17,996 $4.66M 3.11% -97 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 17,842 $4.62M 0.29% +1,942 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 17,829 $4.62M 2.14% +1,160 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 17,788 $4.61M 0.91% -7,377 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 17,773 $4.61M 0.29% -1,314 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,755 $4.6M 0.27% +1,395 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 17,719 $4.59M 0.43% +784 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17,718 $4.59M 3.41% -5,596 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 17,688 $4.58M 0.67% +1,797 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,619 $4.57M 0.68% +1,053 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,300 $4.56M 0.7% -1,465 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 17,500 $4.54M 2.25% +5,000 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 17,447 $4.52M 2.6% -12 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 17,398 $4.51M +2,808 Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 17,396 $4.51M 1.02% -7,053 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 17,331 $4.49M 0.25% +1,494 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,329 $4.49M 0.07% +878 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 17,268 $4.48M 1.17% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 17,264 $4.47M 4.12% -14,232 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 17,251 $4.47M 1.87% -1,277 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 17,226 $4.46M 0.16% +169 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 17,181 $4.45M 0.11% +5,613 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 17,161 $4.45M 2.9% -127 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 17,097 $4.43M 0.79% -222 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 17,082 $4.43M 0.16% +1,194 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,052 $4.42M 0.66% +2,216 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 17,026 $4.41M 2.5% -353 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,010 $4.41M 0.17% -2,909 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 16,995 $4.4M 0.09% +1,274 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 16,946 $4.39M 0.27% +2,635 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 16,733 $4.38M +4,305 Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 16,670 $4.32M 0.62% +11,353 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 16,658 $4.32M 0.58% +1,264 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 16,647 $4.31M 0.79% -601 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,630 $4.31M 0.12% -1,979 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 16,612 $4.31M 0.72% +1,410 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,556 $4.29M 1.96% +795 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 16,552 $4.29M 1.2% -266 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 16,528 $4.28M 0.4% -2,072 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,492 $4.27M 0.32% +2,399 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 16,523 $4.26M 0.79% -2,804 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 16,271 $4.22M 3.82% -165 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 16,268 $4.22M 4.02% +214 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 16,239 $4.21M 1.05% +4,366 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 17,157 $4.21M 1.25% +6,644 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 16,220 $4.2M 0.36% +50 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,682 $4.2M 0.36% +3,473 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 17,100 $4.19M 0.12% +10,336 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,144 $4.18M 0.32% -2,787 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,104 $4.17M 0.06% -34 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,065 $4.16M 0.01% +1,849 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 16,008 $4.15M 0.15% +4,077 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,802 $4.1M 0.31% +587 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 15,779 $4.09M 0.68% -1,719 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 15,700 $4.07M 0.54% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 15,698 $4.07M 0.38% -141 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,676 $4.06M 0.23% -1,103 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,656 $4.06M 0.22% +53 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,647 $4.06M 0.55% -149 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 15,582 $4.05M 0.17% +8,484 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,626 $4.05M 0.66% +414 13F-HR/A Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 15,572 $4.04M 0.37% +36 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,569 $4.03M 1.07% -705 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 15,564 $4.03M 3.01% -1,668 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 15,521 $4.02M 0.63% -2,055 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 15,493 $4.02M 2.16% -13,135 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 15,419 $4M 0.07% +181 13F-HR Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 15,193 $3.99M +5,152 Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 15,392 $3.99M 0.13% -7,420 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 15,380 $3.99M 2.35% +2,520 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 15,352 $3.98M 0.85% -16,580 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 15,372 $3.98M 0.1% -12,484 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 15,320 $3.97M 0.65% +1,390 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 15,300 $3.97M 0.53% +4,400 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 15,290 $3.96M 0.7% -9,161 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 15,286 $3.96M 0.7% -761 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 15,280 $3.96M 2.38% +3,045 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,391 $3.96M 0.51% +3,752 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 15,215 $3.94M 1.97% +2,640 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 15,207 $3.94M 1.35% -248 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,198 $3.94M 0.8% -4,090 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,106 $3.91M 0.16% -745 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15,076 $3.91M 0.07% -6,745 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,057 $3.9M 0.51% +798 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,057 $3.9M 0.12% -5,239 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,050 $3.9M 0.09% -2,909 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 15,045 $3.9M 0.25% -923 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,043 $3.9M 0.12% +5,557 13F-HR/A Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 15,000 $3.89M 0.13% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 14,999 $3.89M 0.1% -28,000 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 14,979 $3.88M 0.31% -59,114 13F-HR Timeline Bell Bank More: the full row for Bell Bank 14,956 $3.88M 0.21% +1,263 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,956 $3.88M 1.13% +3,657 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 14,931 $3.87M 1.06% +4,758 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,858 $3.85M 0.55% -3,559 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,844 $3.85M 0.29% -8,025 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 14,838 $3.85M 0.03% +1,262 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,807 $3.84M 0.38% +2,497 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 14,753 $3.82M 0.09% -10,161 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 14,752 $3.82M 0.47% -11 13F-HR Timeline MY.Alpha Management HK Advisors Ltd More: the full row for MY.Alpha Management HK Advisors Ltd 14,708 $3.81M 1.9% -6,108 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,651 $3.8M 0.24% +1,290 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 14,631 $3.79M 0.09% +2,268 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,629 $3.79M 0.73% -2,197 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 14,623 $3.79M 0.14% -2,669 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14,622 $3.79M 1.3% -3,397 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 14,618 $3.79M 1.05% +2,150 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,614 $3.79M 0.13% +161 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 14,605 $3.79M 0.37% +252 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,488 $3.75M 0.1% +172 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,463 $3.75M 0.1% -1,759 13F-HR Timeline Paradoxiom Capital L.P. More: the full row for Paradoxiom Capital L.P. 14,447 $3.74M 2.43% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,435 $3.74M 0.32% +1,245 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 14,400 $3.73M 2.97% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,612 $3.73M 0.36% +6,626 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,390 $3.73M 0.22% -1,809 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,251 $3.69M 0.2% +4,811 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,237 $3.69M 0.12% +11,047 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,188 $3.68M 1.1% +2,681 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 14,187 $3.68M 0.32% new 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 14,179 $3.67M 0.21% -1,344 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 14,153 $3.67M 0.3% +83 13F-HR/A Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 14,153 $3.67M 1.94% -2,232 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14,152 $3.67M 0.45% +1,869 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,107 $3.66M 0.12% +4,242 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14,071 $3.65M 1.27% +1,885 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,053 $3.64M 0.37% +5,038 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,047 $3.64M 0.42% +637 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,031 $3.64M 0.49% +1,310 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,998 $3.63M 0.15% -686 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 13,972 $3.62M 1.54% +4,600 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 13,970 $3.62M 0.8% +2,331 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 13,945 $3.61M 1.67% +9,394 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 13,935 $3.61M 2.86% -765 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 13,927 $3.61M 2.65% +496 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,923 $3.61M 1.56% +169 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 13,921 $3.61M 0.03% +11,708 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,882 $3.6M 0.38% +1,975 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,872 $3.59M 0.84% +4,641 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 13,858 $3.59M 0.57% -277 13F-HR Timeline