Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 7,999 $2.97M 1.21% -69 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 7,996 $2.97M 2.74% -495 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,984 $2.97M 0.21% +377 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,974 $2.97M 0.2% +816 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,975 $2.96M 0.96% +21 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 7,975 $2.96M 1.8% +75 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,951 $2.96M 0.66% +246 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 8,309 $2.95M 3.12% +1,518 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,938 $2.95M 0.67% +226 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,920 $2.94M 0.06% +7 13F-HR Timeline Group Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 7,920 $2.94M 3.57% -1,914 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 7,724 $2.94M 1.9% -281 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,898 $2.94M 0.38% -62 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,886 $2.93M 0.13% -2,453 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,886 $2.93M 0.26% +148 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,209 $2.93M 1.05% +1,012 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,879 $2.93M 0.16% +25 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,851 $2.92M 1.14% +1,935 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,848 $2.92M 0.75% +472 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,845 $2.92M 0.07% +1,943 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,839 $2.91M 0.21% -4,550 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,836 $2.91M 0.09% +478 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,076 $2.91M 0.63% +126 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,829 $2.91M 0.29% -689 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 7,814 $2.9M 0.25% -8,366 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,812 $2.9M 0.15% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 7,775 $2.89M 0.56% -18 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,772 $2.89M 0.12% +829 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 7,768 $2.89M 1.52% -231 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 7,738 $2.88M 0.26% -258,371 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,720 $2.87M 0.33% +7,595 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,696 $2.86M 0.56% -61 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,694 $2.86M 0.23% +254 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,689 $2.86M 0.4% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,664 $2.85M 0.37% -18 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,662 $2.85M 0.72% -703 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,660 $2.85M 0.48% +801 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,660 $2.85M 0.72% -269 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 7,659 $2.85M 1.12% -78 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,652 $2.84M 0.06% -703 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,616 $2.83M 1.59% -181 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 7,155 $2.82M 2.11% -13,745 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,591 $2.82M 0.25% +51 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,588 $2.82M 0.96% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,578 $2.82M 1.02% -230 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,578 $2.82M 0.14% -505 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,555 $2.81M 0.17% +604 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 7,536 $2.8M 0.85% -84 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,874 $2.8M 0.43% +403 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,523 $2.8M 0.15% +407 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,520 $2.8M 0.09% -139 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,509 $2.79M 0.29% +20 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 7,500 $2.79M 0.4% +3,500 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,491 $2.78M 0.67% -732 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,482 $2.78M 0.51% -657 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,481 $2.78M 0.27% -403 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 7,477 $2.78M 1% +7 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,472 $2.78M 0.57% +118 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 7,468 $2.78M 4.14% -20,019 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,462 $2.77M 0.06% +1,123 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 7,458 $2.77M 0.49% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,932 $2.77M 0.08% +201 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 7,449 $2.77M 0.29% +224 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 7,445 $2.77M 0.86% +1,162 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,439 $2.77M 0.39% +1,846 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 7,428 $2.76M 1.8% -235 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,421 $2.76M 0.49% -5,230 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,129 $2.76M 1.15% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,382 $2.74M 0.25% -3,620 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 7,368 $2.74M 0.02% -803 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,336 $2.73M 0.5% +133 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,320 $2.72M 0.42% +2,001 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 7,318 $2.72M 1.2% -5 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,300 $2.71M 0.06% +78 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 7,298 $2.71M 1.07% +5,017 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,290 $2.71M 0.51% +80 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 7,288 $2.71M 0.43% +1,109 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 14,305 $2.69M 0.38% +9,443 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,226 $2.69M 0.24% +948 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,201 $2.68M 0.29% -82 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,191 $2.67M 0.11% -2,458 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 7,171 $2.67M 1.04% -383 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,131 $2.65M 0.93% -6,085 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 7,125 $2.65M 0.37% +1,057 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,110 $2.64M 0.65% +2,719 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 7,100 $2.64M 0.31% +1,260 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,071 $2.63M 1% -3,712 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,037 $2.62M 0.82% -30 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,029 $2.61M 0.57% -2,257 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,004 $2.6M 0.56% -791 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,000 $2.6M 2.02% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,000 $2.6M 0.06% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 6,994 $2.6M 1.31% +59 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,984 $2.6M 0.69% -27 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,982 $2.6M 0.61% +205 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,960 $2.59M 0.59% +420 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,959 $2.59M 0.17% +4,291 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,956 $2.59M 0.31% +154 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 6,921 $2.57M 1.58% -39 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 6,913 $2.57M 1.9% +95 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,912 $2.57M 0.06% +4,450 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,912 $2.57M 1.43% +164 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,895 $2.56M 0.86% +60 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,857 $2.55M 0.5% +164 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,843 $2.54M 0.23% -7 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,819 $2.53M 1.44% +498 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,691 $2.53M 0.25% +288 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,816 $2.53M 0.1% +352 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,806 $2.53M 1.43% +3,352 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,800 $2.53M 1.99% +395 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,793 $2.53M 0.23% -124 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 6,774 $2.52M 2.43% +183 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,772 $2.52M 0.09% +22 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,764 $2.51M 1.17% +328 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 6,757 $2.51M -38 Timeline Family Manage LLC More: the full row for Family Manage LLC 6,746 $2.51M 0.3% +5,542 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,743 $2.51M 2.18% +275 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,739 $2.51M 0.3% -278 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,733 $2.5M 0.17% +272 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 6,740 $2.5M 2.42% +5,913 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 6,725 $2.5M 0.82% -1,221 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,710 $2.49M 0.31% +77 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,704 $2.49M 0.36% +1,492 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 6,699 $2.49M 6.51% -1,940 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,681 $2.48M 0.14% +164 13F-HR Timeline Group CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,671 $2.48M 0.17% +306 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,665 $2.48M 0.88% -690 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,657 $2.47M 0.59% -150 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,654 $2.47M 0.46% +1,115 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,633 $2.47M 0.21% -806 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6,627 $2.46M 0.61% -198 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,612 $2.46M 0.49% +1,509 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 6,611 $2.46M 2.3% +534 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,593 $2.45M 1.11% -1,467 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,582 $2.45M 0.25% +357 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,577 $2.44M 2.94% +244 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,572 $2.44M 0.88% -1,456 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,561 $2.44M 0.23% -2,661 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,557 $2.44M 0.69% +418 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,524 $2.43M 0.29% +347 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,522 $2.42M 1.29% +3,436 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,519 $2.42M 0.18% -67 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 6,519 $2.42M 0.77% -140 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 6,514 $2.42M 2.28% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,514 $2.42M 0.59% -1,599 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,505 $2.42M 0.42% +765 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,416 $2.41M 1.05% +2,165 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 6,468 $2.4M 0.06% +531 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,466 $2.4M 0.24% -67 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 6,463 $2.4M 0.94% -128 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,460 $2.4M 1.8% +31 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,460 $2.4M 0.21% +300 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 6,456 $2.4M 0.31% -45 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 6,453 $2.4M 2.58% -413 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,447 $2.4M 0.11% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,441 $2.39M 0.07% +613 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,440 $2.39M 0.23% +140 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,429 $2.39M 0.15% +382 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,422 $2.39M 0.36% -673 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 6,416 $2.39M 1.04% +947 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,128 $2.38M 1.01% -541 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,409 $2.38M 1.68% -1,767 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,393 $2.38M 0.05% +45 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,387 $2.37M 0.26% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,381 $2.37M 0.49% +247 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,380 $2.37M 2.05% -33 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,371 $2.37M 0.76% +2 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,360 $2.36M 0.31% -426 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 6,360 $2.36M 2.06% -35 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,344 $2.36M -161 Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,342 $2.36M 0.59% +377 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,342 $2.36M 0.31% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 6,337 $2.36M 1.5% -65 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 6,000 $2.35M 1.57% +85 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,323 $2.35M 0.74% +598 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 6,417 $2.35M 0.09% -3,291 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,305 $2.34M 0.21% +2,357 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 6,283 $2.34M 0.24% -1,919 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,275 $2.33M 0.86% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,271 $2.33M 0.03% -26,310 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,270 $2.33M 0.35% -5,449 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,267 $2.33M 0.17% -28 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,264 $2.33M 0.22% -324 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 6,240 $2.32M 1.39% -394 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,219 $2.31M 0.26% -595 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,216 $2.31M 0.3% -8,650 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 6,211 $2.31M 2.28% +271 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,207 $2.31M 0.88% -135 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 6,200 $2.31M 0.5% +3,742 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,198 $2.3M 1.29% +889 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,031 $2.3M 1.44% +507 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,189 $2.3M 0.31% -1,321 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,179 $2.3M 0.7% +57 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. 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