DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,086 $4.07M 0.16% +9,194 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 10,041 $4.05M +1,044 Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 10,021 $4.05M 0.98% new 13F-HR Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 10,005 $4.04M 3.38% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 10,000 $4.04M 0.48% -1,835 13F-HR Timeline WS MANAGEMENT LLLP More: the full row for WS MANAGEMENT LLLP 10,000 $4.04M 0.62% -51,400 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 10,000 $4.04M 1.36% -25,000 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 10,000 $4.04M 0.72% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 9,958 $4.02M 0.64% +111 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,953 $4.02M 0.08% +253 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,943 $4.02M 0.36% +180 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 9,907 $4M 0.85% +382 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,887 $3.99M 0.31% -7 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 9,875 $3.99M 0.87% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,874 $3.99M 0.17% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,873 $3.99M 0.49% +2,462 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,865 $3.98M 0.17% -7,627 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 9,861 $3.98M 5.14% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,857 $3.98M 1.11% +1,038 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 9,843 $3.97M 0.27% -76,867 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,836 $3.97M 0.52% -880 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 9,833 $3.97M 2.55% +338 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,805 $3.96M 0.16% +394 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9,800 $3.96M 3.65% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,793 $3.95M 0.73% +117 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 9,763 $3.94M 0.74% +6,480 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 9,723 $3.93M 3.86% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,637 $3.89M 1.21% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,633 $3.89M 0.49% -84 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,601 $3.88M 0.98% -1,347 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9,586 $3.87M 1.48% -2,637 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,558 $3.86M 0.19% +551 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,519 $3.84M 1.58% -153 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 9,488 $3.83M 4.29% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,486 $3.83M 0.14% +791 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 9,449 $3.82M 0.62% +7,953 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,440 $3.81M 0.21% +569 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 9,434 $3.81M 0.98% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,428 $3.81M 0.65% -7 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 9,427 $3.81M 1.4% +3,831 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 9,426 $3.81M 2.09% +753 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 9,410 $3.8M 0.16% -3,925 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,403 $3.8M 0.46% -82 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,403 $3.8M 1.47% -831 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,372 $3.78M 2.39% +1,472 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,361 $3.78M 0.41% +223 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,319 $3.76M 4.77% 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,303 $3.76M 0.71% +594 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,266 $3.74M 1% +943 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 9,263 $3.74M 4.16% +95 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,248 $3.73M 0.14% +713 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,238 $3.73M 0.71% +5,955 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 9,231 $3.73M 0.91% +842 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 9,226 $3.73M 1.76% -80 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 9,220 $3.72M 1.45% +2,727 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,213 $3.72M 0.37% +200 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,897 $3.71M 0.64% -838 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 9,164 $3.7M 0.66% -261 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,127 $3.69M 0.53% -101 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,116 $3.68M 0.27% +911 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,112 $3.68M 0.13% -669 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 9,107 $3.68M 0.66% -98 13F-HR/A Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 9,107 $3.68M 2.11% -5,236 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 9,101 $3.68M 1.56% +39 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,073 $3.66M 1.97% -54 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 9,017 $3.64M 2.19% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,015 $3.64M 0.44% +1,488 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,969 $3.62M 0.36% -637 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,950 $3.61M 1.12% +946 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,932 $3.61M 0.57% +123 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,924 $3.6M 3.89% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,896 $3.59M 1.25% -130 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,870 $3.58M 0.43% +641 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 8,869 $3.58M 1.81% +757 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,818 $3.56M 0.31% +1,328 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,818 $3.56M 0.07% -154 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,771 $3.54M 0.16% +259 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 8,769 $3.54M 0.68% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 8,764 $3.54M 0.91% +459 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,688 $3.53M 0.94% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,722 $3.52M 0.27% +324 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 8,669 $3.5M 0.36% -595 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 8,652 $3.49M +2,106 Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,645 $3.49M 0.33% -56 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,623 $3.48M 0.97% +600 13F-HR Timeline Chiron Investment Management, LLC More: the full row for Chiron Investment Management, LLC 8,619 $3.48M 1.16% +2,489 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 9,713 $3.48M 0.31% +345 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,609 $3.48M 0.43% -92 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 8,589 $3.47M 0.05% -808 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 8,617 $3.46M 0.09% 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 8,550 $3.45M 0.24% +323 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 8,550 $3.45M 1.32% -8,600 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,543 $3.45M 0.9% -590 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,530 $3.44M 1.46% +2,336 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 8,526 $3.44M 0.15% +132 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,523 $3.44M 0.08% +1,407 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,521 $3.44M 1.6% -521 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,520 $3.44M 2.39% 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 8,507 $3.44M 0.23% -1,509 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,471 $3.42M 0.59% -326 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,445 $3.41M 1.75% +606 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 8,445 $3.41M 1.13% +6,075 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,445 $3.41M 0.26% +1,764 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 8,440 $3.41M 0.43% +4 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,426 $3.4M 0.41% +15 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,396 $3.39M 0.32% -1,512 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,377 $3.38M 0.4% -71 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,375 $3.38M 0.95% +127 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 8,374 $3.38M 2.82% +64 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,351 $3.37M 0.4% +91 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,350 $3.37M 1.89% +3 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,314 $3.36M 1.79% +6,593 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,308 $3.36M 0.08% +1,828 13F-HR Timeline TLWM More: the full row for TLWM 8,306 $3.35M 0.66% +86 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,270 $3.34M 0.26% -242 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,268 $3.34M 0.45% +516 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 8,234 $3.33M 1.25% -7,623 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,228 $3.32M 0.27% +660 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,201 $3.31M 0.27% -251 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,196 $3.31M 0.4% -238 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,190 $3.31M 0.77% +475 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 8,151 $3.29M 0.07% -154 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,096 $3.27M 1.78% -280 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,274 $3.27M 0.3% -770 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 8,073 $3.26M 1.23% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 8,070 $3.26M 0.63% -684 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 8,061 $3.26M 0.11% new 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,038 $3.25M 0.54% -5 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,031 $3.24M 0.88% -753 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8,000 $3.23M 0.13% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,951 $3.21M 0.33% +1,907 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 7,940 $3.21M 0.22% -1,362 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 7,939 $3.21M 0.09% +250 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 7,919 $3.2M 1.03% -205 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,895 $3.19M 0.3% +82 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 7,888 $3.19M 0.86% -32 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,887 $3.19M 0.2% +145 13F-HR Timeline Group Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 7,887 $3.19M 2.14% 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 7,876 $3.18M 1.43% -1,269 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,840 $3.17M 1.06% +77 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,819 $3.16M 0.38% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,813 $3.16M 0.46% +557 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,804 $3.15M 1.82% +436 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,796 $3.15M 0.04% -962 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 7,787 $3.14M 0.07% -25 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,787 $3.14M 1.29% +2,290 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,776 $3.14M 0.47% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7,770 $3.14M 0.13% +280 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,762 $3.13M 1.33% -806 13F-HR/A Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 7,745 $3.13M 2.87% 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,729 $3.12M 0.13% +165 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,723 $3.12M 0.35% -527 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,721 $3.12M 0.54% +533 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 7,695 $3.11M 1.47% -1,588 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 7,693 $3.11M 0.38% -7,281 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 7,682 $3.1M new Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,659 $3.09M 1.14% +844 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,650 $3.09M 0.49% +2,071 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,649 $3.09M 1.09% -78 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,624 $3.08M 0.72% -575 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 7,612 $3.07M 3.26% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,600 $3.07M 0.38% -51,600 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,577 $3.06M 0.25% -437 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 7,538 $3.04M 11.36% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,534 $3.04M 0.44% -171 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,505 $3.03M 0.31% -968 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,500 $3.03M 1.66% +26 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 7,485 $3.02M 0.18% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,482 $3.02M 0.9% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,481 $3.02M 0.39% -46 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,479 $3.02M 0.79% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 7,476 $3.02M 2.9% +202 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,456 $3.01M 0.83% 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 7,452 $3.01M 1.87% new 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 7,450 $3.01M 1.96% -730 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,445 $3.01M 0.99% +76 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,443 $3.01M 0.25% +1,109 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 7,443 $3.01M 0.87% -93 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 7,441 $3M 0.27% +2,545 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 7,440 $3M 2.01% 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 7,399 $2.99M 0.5% +211 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,390 $2.98M 0.39% -250 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,381 $2.98M 0.32% +47 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,379 $2.98M 0.07% -24,386 13F-HR Timeline Group BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,375 $2.98M 1.14% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 7,367 $2.98M 0.26% +213 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,359 $2.97M 0.97% +59 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,333 $2.96M 1.94% +551 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,316 $2.95M 0.62% -353 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 7,305 $2.95M 2.3% +25 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 7,300 $2.95M 1.85% -30,696 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. 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