Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,131 $2.9M 0.05% 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,161 $2.89M 0.99% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,160 $2.89M 0.24% -80 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,154 $2.89M 0.89% -129 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,153 $2.89M 0.92% +2,651 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,607 $2.89M 1.59% -63 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,139 $2.88M 0.93% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 7,130 $2.88M 0.7% +167 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,122 $2.88M 0.02% -3,266 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 7,118 $2.87M 0.79% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 7,116 $2.87M 0.1% new 13F-HR/A Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 7,100 $2.87M 2.01% -2,100 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,099 $2.87M 0.2% +34 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,093 $2.86M 0.3% +1,736 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,098 $2.86M 0.26% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 7,081 $2.86M 0.17% +2 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,061 $2.86M 0.48% +2,293 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 7,055 $2.85M 1.23% -7,912 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,023 $2.84M 0.82% +91 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,016 $2.83M 0.01% +661 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,012 $2.83M 1.21% -1,433 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,009 $2.83M 0.08% +379 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,009 $2.83M 2.06% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,003 $2.83M 0.17% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,002 $2.83M 1.25% -20 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,997 $2.83M 0.65% +86 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,996 $2.83M 0.18% -120 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,990 $2.82M 0.3% +24 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 6,986 $2.82M 0.35% -1,696 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,981 $2.82M 0.29% +423 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,969 $2.81M 1.21% +737 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,739 $2.81M 0.26% +271 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,959 $2.81M 0.83% -334 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,949 $2.81M 0.2% -18,609 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,918 $2.79M 0.1% -41 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,917 $2.79M 0.95% -134 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 6,917 $2.79M 2.49% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,906 $2.79M 0.18% -289 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,900 $2.79M 0.43% -169 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,889 $2.78M 0.54% +283 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,875 $2.78M 0.32% +334 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 6,764 $2.78M 0.06% 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 7,774 $2.77M 0.78% +5,442 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,859 $2.77M 0.45% +547 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,841 $2.76M 1.21% +1 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,837 $2.76M 0.63% +24 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,835 $2.76M 0.31% -147 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,828 $2.76M 0.16% -811 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 6,819 $2.75M 0.89% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,809 $2.75M 2.16% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,755 $2.74M 0.04% +2,534 13F-HR Timeline Group Gifford Fong Associates More: the full row for Gifford Fong Associates 6,782 $2.74M 0.67% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,726 $2.72M 0.72% +159 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,721 $2.71M 0.08% -597 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,708 $2.71M 0.47% -72 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 6,690 $2.7M 1.81% -7,788 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 6,683 $2.7M 2.57% 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 6,679 $2.7M 0.46% +273 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,677 $2.7M 2.15% -468 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,670 $2.69M 0.96% -220 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,668 $2.69M 0.28% +260 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,660 $2.69M 0.06% -2,317 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,657 $2.69M 0.75% +10 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 6,650 $2.69M 0.48% -182 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,640 $2.68M 0.66% +618 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 6,630 $2.68M 1.63% 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 6,606 $2.67M 0.6% +3,813 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,598 $2.66M 1.04% -968 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,597 $2.66M 0.57% -3,515 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,578 $2.66M 0.14% -654 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,575 $2.66M 0.33% +256 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 6,544 $2.64M 1.59% -3,068 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,536 $2.64M 0.58% -515 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,523 $2.63M 0.24% -143 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 6,520 $2.63M 2.36% -217 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,514 $2.63M 0.89% -6,148 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,499 $2.62M 1.68% +1,775 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,483 $2.62M 1.27% -246 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,470 $2.61M 1.74% +1,545 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,444 $2.6M 0.41% +307 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,437 $2.6M 0.11% +2,980 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,437 $2.6M 0.78% -155 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,403 $2.59M 0.53% +666 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 6,400 $2.58M 1.05% -300 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,390 $2.58M 0.01% -10 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,245 $2.58M 0.21% +1,272 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,383 $2.58M 0.31% -57 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,515 $2.57M 0.48% -1,441 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 6,354 $2.57M 0.46% +3,010 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,354 $2.57M 0.72% -14,738 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 6,345 $2.56M 0.4% -252 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,308 $2.55M 0.32% +3,515 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 6,300 $2.54M 1.25% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,288 $2.54M 0.24% +115 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,286 $2.54M 1.38% +49 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,275 $2.53M 0.3% +96 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,745 $2.52M 1.3% -106 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,235 $2.52M 0.61% -3,384 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 6,209 $2.51M 0.14% +666 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 6,209 $2.51M 2.04% 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 6,195 $2.5M 2.12% -7,271 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,190 $2.5M 0.85% 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 6,185 $2.5M 1.19% 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,144 $2.48M 2.17% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 6,139 $2.48M 1.29% +274 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,138 $2.48M 0.17% 0 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 6,134 $2.48M new Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,129 $2.48M 1.2% +154 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,070 $2.45M 0.27% +227 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,055 $2.45M 0.97% -91 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,052 $2.44M 0.14% -286 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,042 $2.44M 0.87% +5,248 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,027 $2.43M 0.33% +612 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,024 $2.43M 0.81% -161 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,017 $2.43M 0.79% -1,512 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 6,000 $2.42M 1.95% 0 13F-HR Timeline Spark Investment Management LLC More: the full row for Spark Investment Management LLC 6,000 $2.42M 11.74% 0 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 6,000 $2.42M 0.85% new 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 6,000 $2.42M 3.61% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,993 $2.42M 0.2% -621 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 5,991 $2.42M 0.84% -717 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,980 $2.41M 0.78% -529 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 5,995 $2.4M 1.45% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,941 $2.4M 0.1% -470 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,932 $2.4M 1.45% -3,865 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,910 $2.39M 0.88% -330 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,884 $2.38M 0.65% +374 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,881 $2.37M 0.17% +320 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,563 $2.37M 0.18% +23 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,873 $2.37M 0.24% +663 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,867 $2.37M 0.16% -117 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 5,865 $2.37M 1.96% 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,861 $2.37M 0.91% new 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,844 $2.36M 0.48% +2,067 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,820 $2.35M 0.19% +289 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,818 $2.35M 0.34% +3,332 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,815 $2.35M 0.05% -290 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,806 $2.34M 0.13% +438 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,784 $2.34M 0.58% +1,980 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 5,776 $2.33M 0.41% +1,327 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,754 $2.32M 0.21% -269 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,748 $2.32M 1.2% +150 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,732 $2.31M 0.14% -90 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,545 $2.31M 0.62% +28 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 5,717 $2.31M 1.21% +384 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 5,706 $2.3M 1.85% -174 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,704 $2.3M 0.5% +261 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 5,668 $2.29M 0.92% +16 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,667 $2.29M 1.14% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,657 $2.28M 1.39% -320 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,652 $2.28M 0.54% -2,506 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,650 $2.28M 0.4% -345 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,649 $2.28M 0.14% new 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 5,646 $2.28M 0.14% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,630 $2.27M 0.07% -356 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 5,630 $2.27M 1.29% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,624 $2.27M 1.31% +302 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,621 $2.27M 0.45% -494 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,612 $2.27M 1.45% +16 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,605 $2.26M 0.12% +205 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 5,596 $2.26M 0.5% -741 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,587 $2.26M 0.31% +388 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,581 $2.25M 0.03% +3,076 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,565 $2.25M 0.38% +280 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,537 $2.24M 1.52% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,527 $2.23M 0.4% +690 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,487 $2.23M 0.58% -12,398 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,517 $2.23M 0.08% +191 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,517 $2.23M 0.37% +709 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 5,511 $2.23M 1.37% +5 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,507 $2.22M +358 Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,472 $2.21M 1.77% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,470 $2.21M 1.02% +150 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,469 $2.21M 0.72% +4,668 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,352 $2.21M 0.14% +14 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,462 $2.21M 0.45% -2,015 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 5,453 $2.2M new Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,451 $2.2M 0.35% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,438 $2.2M 0.08% -1,320 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 5,428 $2.19M 1.63% -328 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,424 $2.19M 0.67% -374 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,407 $2.18M 0.66% +322 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 5,406 $2.18M 0.43% -138 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 5,374 $2.17M 0.3% +189 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,373 $2.17M 0.77% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,368 $2.17M 0.97% -30 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,361 $2.16M 0.3% -459 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,355 $2.16M 0.19% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,335 $2.15M 0.2% +630 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,330 $2.15M 1.2% +585 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,325 $2.15M 0.38% +211 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,320 $2.15M 0.32% +671 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,317 $2.15M 0.32% +931 13F-HR/A Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,312 $2.15M 0.17% +277 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,294 $2.14M 0.42% +1,040 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,292 $2.14M 0.19% -320 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,289 $2.14M 2.24% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,282 $2.13M 0.95% +92 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,272 $2.13M 0.11% +401 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,271 $2.13M 0.44% +4 13F-HR/A Timeline