Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,282 $3.59M 0.31% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,805 $3.58M 0.05% -593 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,750 $3.56M 2.63% +501 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,725 $3.56M 2.08% 0 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,711 $3.55M 0.33% +2,257 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,692 $3.55M 0.13% -746 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,690 $3.55M 0.1% -6,601 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 13,683 $3.55M 0.6% +1,871 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 13,670 $3.54M 1.74% +8,200 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,538 $3.51M 0.26% +275 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,524 $3.5M 0.13% +2,768 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 13,498 $3.5M 0.41% -238 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 13,486 $3.5M 0.34% -198 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,454 $3.49M 0.34% -839 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,440 $3.48M 0.36% +1,069 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,423 $3.48M 0.32% +276 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,375 $3.48M 0.2% +2,687 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,333 $3.45M 0.07% -1,009 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,253 $3.43M 0.24% +1,074 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 13,240 $3.43M 1.34% -638 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 13,220 $3.43M 1.48% -2,340 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 13,207 $3.42M 0.86% +2,896 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,201 $3.42M 0.18% -27 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 13,109 $3.4M 0.49% +494 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,109 $3.4M 0.57% +6,048 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 13,108 $3.4M 0.72% +18 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 13,046 $3.38M 0.28% -1,392 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 13,020 $3.37M 0.64% -1,000 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,008 $3.37M 0.05% +383 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,002 $3.37M 0.37% -9,825 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 12,966 $3.36M 2.35% -1,464 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 12,911 $3.35M 2.08% +1,689 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 12,904 $3.34M 0.16% +373 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,903 $3.34M 0.04% +2,241 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 12,898 $3.34M 1.73% -2,774 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,870 $3.34M 0.26% +1,607 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,979 $3.32M 0.08% +6,970 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 12,815 $3.32M 1.98% +2,135 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 12,814 $3.32M 2.95% 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,803 $3.32M 2.31% -22 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,757 $3.31M 0.09% -12,429 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,757 $3.31M 0.31% +1,773 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 12,748 $3.3M 0.35% +826 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12,743 $3.3M 0.68% -550 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,741 $3.3M 0.31% +857 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 12,740 $3.3M 0.48% +626 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 12,733 $3.3M 1.09% +6,753 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,716 $3.3M 1.08% +1,727 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 12,886 $3.28M +12,783 Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 12,656 $3.28M 2.95% -1,606 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,630 $3.27M 0.67% +193 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,623 $3.27M 0.68% +79 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,618 $3.27M 0.06% +1,585 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 13,965 $3.26M 0.73% +3,204 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 12,509 $3.24M 1.26% +1,344 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 12,506 $3.24M 1.62% +921 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 12,500 $3.24M 0.33% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,409 $3.22M 0.06% -2,394 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,386 $3.21M 0.65% +1,937 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,379 $3.21M 0.34% -2,997 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,368 $3.21M 0.27% -556 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12,368 $3.21M 0.09% -317 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 12,325 $3.19M 0.69% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 12,324 $3.19M 0.72% +526 13F-HR/A Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 12,324 $3.19M 0.21% +6,678 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 12,300 $3.19M 2.02% +1,646 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,265 $3.18M 0.18% +193 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,248 $3.17M 0.29% -6,100 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 12,210 $3.16M 0.39% -975 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 12,200 $3.16M 1.22% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,141 $3.15M 0.88% -1,508 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,151 $3.15M 3.28% -7,327 13F-HR/A Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,133 $3.14M 2.67% -128 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 12,123 $3.14M 0.87% +456 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 12,099 $3.13M 0.62% +2,861 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 12,099 $3.13M 0.61% +2,336 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 12,085 $3.13M 0.86% -3,092 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,081 $3.13M 0.07% +592 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,061 $3.13M 0.64% +1,237 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,054 $3.12M 0.07% -7,803 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 12,049 $3.12M 0.44% +1,201 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,042 $3.12M 0.06% +368 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 12,034 $3.12M 0.82% +1,169 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 12,032 $3.12M 3.08% -8,429 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 12,021 $3.12M 0.23% -80 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,020 $3.12M 0.87% -194 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,012 $3.11M 0.05% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,006 $3.11M 0.32% +61 13F-HR/A Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 12,001 $3.11M 0.13% +118 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 12,000 $3.11M 0.67% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 11,959 $3.1M 0.49% +5,100 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,954 $3.1M 0.31% +148 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 11,948 $3.1M 1.26% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 11,942 $3.09M 2.78% +3,568 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,939 $3.09M 0.04% -4,426 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 11,900 $3.08M 2.24% -4,674 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,889 $3.08M 0.99% -729 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,864 $3.07M 1.21% +238 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 11,840 $3.07M 0.49% +2,391 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 11,630 $3.07M 1.21% +2,203 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,832 $3.07M 0.09% -1,044 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 11,812 $3.06M 0.73% new 13F-HR/A Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,812 $3.06M 0.43% -706 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,793 $3.06M 0.27% +2,975 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 11,769 $3.05M 0.9% -472 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,746 $3.04M 0.08% +238 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,744 $3.04M 1.76% -1,169 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,735 $3.04M 1.24% +57 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,714 $3.04M 0.62% +422 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 11,664 $3.02M 0.67% +1,789 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,661 $3.02M 0.42% +851 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,602 $3.01M 0.13% +2,831 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 11,576 $3M 0.11% +242 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 11,551 $2.99M 1.6% +7,915 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,463 $2.97M 0.31% -139 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 11,449 $2.97M 1.58% -509 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,444 $2.97M 0.09% -545 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 11,389 $2.95M 2.59% +1,384 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,372 $2.95M 0.24% -959 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 11,370 $2.95M 0.08% +1,960 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 11,356 $2.94M 0.17% +6,658 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,351 $2.94M 0.18% +90 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 11,351 $2.94M 1.24% -1,649 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,327 $2.94M 0.32% +491 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 11,278 $2.92M 0.39% -667 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 11,249 $2.92M 0.52% +2,142 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,233 $2.91M 0.1% +1,985 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 11,207 $2.9M 0.52% +998 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,200 $2.9M 0.21% -14,000 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 11,132 $2.88M 0.9% -1,321 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,124 $2.88M 1.35% -265 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,077 $2.87M 1.9% +6,753 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,052 $2.86M 0.28% -690 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 11,050 $2.86M 0.51% -511 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,005 $2.85M 0.16% +468 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 10,993 $2.85M 1.73% +277 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 10,967 $2.84M 0.72% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,964 $2.84M 0.14% -2,611 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,927 $2.83M 0.15% +4,875 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10,957 $2.83M 2.02% -1,103 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,875 $2.82M 0.31% -3,447 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,821 $2.8M 0.22% -231 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,799 $2.8M +396 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,785 $2.79M 0.09% -229 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 10,749 $2.79M 0.26% +806 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,471 $2.76M 0.19% +427 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,580 $2.74M 0.49% +1,416 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 10,551 $2.73M 0.09% -1,700 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,531 $2.73M 0.15% +389 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 10,525 $2.73M 1.07% -550 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 10,514 $2.72M 1.82% +681 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,502 $2.72M 1.17% +274 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 10,500 $2.72M 1.07% +4,200 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,495 $2.72M 0.24% +8,086 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 10,487 $2.72M 1.11% +1,267 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,445 $2.71M 0.33% -471 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,422 $2.7M 1.16% -863 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 10,417 $2.7M 0.54% +510 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 10,404 $2.7M 1.64% -205 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,394 $2.69M 0.3% -325 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,392 $2.69M 0.87% +2,473 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 10,378 $2.69M 0.62% -1,080 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,372 $2.69M 0.18% -262 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 10,360 $2.68M 2.02% +2,920 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 10,323 $2.68M 1.14% -393 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 10,288 $2.67M 0.1% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10,284 $2.67M 1.47% -239 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,272 $2.66M 0.07% -5,076 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,271 $2.66M 0.15% -655 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,266 $2.66M 0.27% -506 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,178 $2.64M 0.03% -984 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 10,173 $2.64M 5.24% -755 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,147 $2.63M 0.17% +2,260 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10,115 $2.62M 1.79% -870 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10,113 $2.62M 0.7% +256 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,093 $2.62M 0.21% +2,516 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 10,046 $2.6M 0.53% -9,033 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 10,043 $2.6M 0.21% -2,630 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 10,027 $2.6M 0.79% +390 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 10,007 $2.59M 0.35% +171 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 9,987 $2.59M 2.78% +3,304 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 9,977 $2.59M 0.13% +6,976 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,972 $2.58M 0.33% +339 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9,956 $2.58M 2.5% +156 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,079 $2.58M 0.5% +4,617 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,946 $2.58M 0.44% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,945 $2.58M 0.55% +3,409 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,934 $2.58M 0.57% -2,066 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 9,114 $2.57M 1.19% -1,275 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,922 $2.57M 0.1% +117 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,899 $2.57M 0.96% +496 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,874 $2.56M 0.12% 0 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 9,852 $2.55M 0.14% -1,468 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,846 $2.55M 0.32% -1,027 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,734 $2.55M 0.36% -41,729 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 9,824 $2.55M 1.4% +3,695 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,817 $2.54M 0.44% +389 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,779 $2.53M 0.31% -602 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,764 $2.53M 1.28% +1,243 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,750 $2.53M 0.12% new 13F-HR Timeline