SLT Holdings LLC More: the full row for SLT Holdings LLC 8,176 $3.68M 2.45% -625 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 8,171 $3.67M 0.02% -419 13F-HR Timeline Insight Holdings Group, LLC in group Insight Holdings Group, LLC More: the full row for Insight Holdings Group, LLC 8,140 $3.66M 0.27% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,139 $3.66M 0.69% +1,172 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,123 $3.65M 0.9% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 8,113 $3.65M 0.88% -4,965 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,083 $3.64M 0.17% -120 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,074 $3.63M 1.2% +135 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 8,283 $3.63M 0.56% 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 8,068 $3.63M 1.42% 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 8,061 $3.63M 2.31% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,046 $3.62M 0.87% +1,328 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,028 $3.61M 1.28% +279 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 8,005 $3.6M 2.15% +416 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,002 $3.6M 0.18% +1,016 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 8,000 $3.6M 1.15% 0 13F-HR Timeline Soviero Asset Management, LP More: the full row for Soviero Asset Management, LP 8,000 $3.6M 1.88% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 7,999 $3.6M 1.93% -1,797 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,994 $3.6M 1.22% -1,491 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,983 $3.59M 0.4% +641 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,971 $3.58M 0.8% +295 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,971 $3.58M 2.15% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,960 $3.58M 0.47% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,954 $3.58M 1.16% -89 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,946 $3.57M 0.96% +291 13F-HR Timeline TLWM More: the full row for TLWM 7,941 $3.57M 0.65% -146 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,934 $3.57M 0.27% +352 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,913 $3.56M 0.07% +1,133 13F-HR Timeline Group BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 7,900 $3.55M 2.43% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,891 $3.55M 0.43% +468 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,890 $3.55M 0.17% +721 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,884 $3.55M 0.34% -1,048 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,854 $3.53M 0.25% -290 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 7,852 $3.53M 1.18% 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,848 $3.53M 0.94% +4,083 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,816 $3.51M 0.07% -3,936 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,812 $3.51M 0.21% +52 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,808 $3.51M 1.19% -1,118 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,797 $3.51M 1.91% +181 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,795 $3.51M 0.74% -151 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 7,793 $3.5M 0.67% -236 13F-HR/A Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 7,780 $3.5M 1.78% 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,757 $3.49M 0.74% -74 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,739 $3.48M 0.05% +61 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,738 $3.48M 0.3% -677 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,738 $3.48M 0.03% new 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,737 $3.48M 1.17% +237 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 7,737 $3.48M 1.2% +409 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,731 $3.48M 0.11% +81 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,712 $3.47M 1.47% -140 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,705 $3.47M 0.77% +6,436 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,689 $3.46M 0.5% +1,199 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,682 $3.45M 0.44% +391 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 7,663 $3.45M 2.46% +3,704 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,659 $3.44M 0.12% +613 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,640 $3.44M 0.2% +777 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 7,620 $3.43M 1.04% +65 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,607 $3.42M 0.23% +1,518 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,589 $3.41M 0.44% +866 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,588 $3.41M 1.2% -171 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 8,060 $3.4M 1.14% +2,221 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 7,554 $3.4M 1.47% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,540 $3.39M 0.31% -98 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 7,538 $3.39M 0.2% +485 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,510 $3.38M 0.48% +2,410 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 7,462 $3.37M 0.2% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,489 $3.37M 0.35% +822 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 7,478 $3.36M 2.57% 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 7,474 $3.36M 0.15% -244 13F-HR Timeline Group Ketron Financial More: the full row for Ketron Financial 7,470 $3.36M 1.12% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,440 $3.35M 0.28% -413 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,439 $3.35M 0.29% -305 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,376 $3.32M 0.85% -858 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,950 $3.31M 0.72% +4,592 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,358 $3.31M 0.1% +295 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,929 $3.31M 0.96% +1,681 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,355 $3.31M 1.04% -105 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,354 $3.31M 0.7% 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,351 $3.31M 1.01% +3,701 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 7,350 $3.31M 1.13% 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 7,340 $3.3M 1.58% -1,373 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 7,323 $3.29M 1.44% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 7,302 $3.28M 2.16% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 7,299 $3.28M 1.27% +6,599 13F-HR/A Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,297 $3.28M -653 Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,283 $3.28M 0.35% -586 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,471 $3.27M 0.5% +3,322 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,242 $3.26M 0.56% +592 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 7,225 $3.25M 0.13% +2,300 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 7,225 $3.25M 0.33% +4 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,222 $3.25M 0.07% +925 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,210 $3.24M 0.65% -328 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,203 $3.24M 0.58% -26 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,158 $3.22M 0.28% +68 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,157 $3.22M 0.77% +4,580 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,116 $3.2M 0.19% +3,445 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,102 $3.19M 0.14% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,095 $3.19M 0.45% +114 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 7,088 $3.19M 0.74% +2,129 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,067 $3.18M 0.95% +2,346 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,017 $3.16M 0.39% +323 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,011 $3.15M 0.83% 0 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,000 $3.15M 2.25% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,000 $3.15M 0.06% -800 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 6,960 $3.13M 1.83% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,951 $3.13M 0.19% +348 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,949 $3.13M 1.1% +22 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,943 $3.12M 0.12% +310 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,402 $3.12M 0.43% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,942 $3.12M 1.09% +6,089 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 6,935 $3.12M 1.51% +819 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,917 $3.11M 0.29% +388 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,897 $3.1M 0.49% +580 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 6,866 $3.09M 3.49% +2,303 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,853 $3.08M 0.13% +159 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,850 $3.08M 0.3% +5,027 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,835 $3.07M 1.01% -256 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6,825 $3.07M 1.09% -458 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 6,818 $3.07M 2.23% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,814 $3.06M 0.34% +210 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,807 $3.06M 0.72% +180 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,802 $3.06M 0.39% -393 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 6,795 $3.06M -18 Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 6,791 $3.05M 3.82% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,786 $3.05M 0.4% +39 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,784 $3.05M 1.05% -47 13F-HR/A Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 6,782 $3.05M 0.61% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,777 $3.05M 0.7% +319 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 6,759 $3.04M 2.05% -226 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,755 $3.04M 0.42% +46 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,750 $3.04M 0.11% -219 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,748 $3.03M 1.52% +100 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 6,709 $3.02M 1.51% +1,301 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,694 $3.01M 0.86% +734 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,693 $3.01M 0.59% +29 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 6,691 $3.01M 3.35% 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,669 $3M 1.32% +32 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 6,634 $2.98M 1.45% +1 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,633 $2.98M 0.36% -448 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,621 $2.98M 0.49% +1,018 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 6,591 $2.96M 2.68% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 6,591 $2.96M 1.17% -938 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,588 $2.96M 0.3% +264 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,586 $2.96M 0.22% -2,930 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,560 $2.95M 0.14% -2,898 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,542 $2.94M 0.41% +324 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,540 $2.94M 0.72% +442 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,533 $2.94M 0.3% -25 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,598 $2.94M 0.71% +133 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 6,519 $2.93M 1.45% 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,517 $2.93M 0.16% -241 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,505 $2.93M -610 Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 6,501 $2.92M 0.38% 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 6,494 $2.92M 0.9% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,468 $2.91M 2.44% +830 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,464 $2.91M 0.11% -892 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,461 $2.91M 0.2% -97 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,454 $2.9M 0.03% -97,146 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,436 $2.89M 1.3% +432 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,429 $2.89M 1.79% -833 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 6,429 $2.89M 0.18% -265 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,413 $2.88M 2.35% -57 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,405 $2.88M 2.31% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 6,402 $2.88M 1.7% 13F-HR/A Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,395 $2.88M 0.08% -1,494 13F-HR Timeline Group Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 6,395 $2.88M 2.32% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,386 $2.87M 0.31% +13 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,377 $2.87M 1.91% +564 13F-HR/A Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,369 $2.86M 0.89% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,365 $2.86M 0.21% +452 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6,365 $2.86M 0.72% +1,000 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,859 $2.86M 0.49% +374 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,353 $2.86M 0.48% +34 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,348 $2.85M 0.06% -5,176 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,342 $2.85M 1.06% -39 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 6,659 $2.85M 0.85% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,339 $2.85M 0.07% +268 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,333 $2.85M 3.11% +296 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,321 $2.84M 1.73% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 6,308 $2.84M 1.12% +424 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,300 $2.83M 0.27% -288 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,295 $2.83M 0.2% +860 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,283 $2.83M 0.83% +948 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,278 $2.82M 0.33% +1,142 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,275 $2.82M 0.94% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,237 $2.8M 0.72% +189 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,225 $2.8M 0.28% +1,384 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,221 $2.8M 0.32% +320 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,219 $2.8M 0.15% +139 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 6,208 $2.79M 0.45% +5,530 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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