Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 9,382 $2.62M +76 Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 9,375 $2.62M 0.4% +1,212 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,333 $2.61M 0.14% +716 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 9,322 $2.6M 1.77% -1,391 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,213 $2.57M 0.15% +2,519 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,209 $2.57M 0.15% -3,414 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,122 $2.55M 1.49% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,121 $2.55M 0.05% +6,393 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 9,088 $2.54M -4,350 Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 9,060 $2.53M 0.66% +1,299 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,048 $2.53M 0.16% -216 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,030 $2.52M 0.81% +1,231 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,998 $2.51M 0.22% +633 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,980 $2.51M 0.2% +8,736 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 8,930 $2.49M 1.12% -100 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 8,895 $2.48M 0.93% -2,800 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 8,835 $2.47M 1.26% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,828 $2.47M 0.48% +3,312 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,750 $2.44M 0.15% +2,168 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,298 $2.44M 0.09% +357 13F-HR Timeline Shannon River Fund Management LLC More: the full row for Shannon River Fund Management LLC 8,701 $2.43M 0.39% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,083 $2.43M 0.73% -368 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 8,689 $2.43M 0.02% +1,006 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 8,685 $2.43M 1.03% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,677 $2.42M 0.02% +145 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,664 $2.42M 1.05% +722 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,634 $2.41M 0.19% -462 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,617 $2.41M 0.2% +953 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 8,573 $2.39M 0.03% -993 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,555 $2.39M 0.03% +289 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 8,531 $2.38M 1.98% -56 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,530 $2.38M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,593 $2.38M 0.16% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,525 $2.38M 0.48% +4,246 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,519 $2.38M 0.03% -2,913 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,511 $2.38M 0.17% -175 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,474 $2.37M 0.05% +1,057 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 8,461 $2.36M 0.09% +2,219 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 8,457 $2.36M 0.87% +4,552 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 10,051 $2.36M +416 Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,394 $2.35M 0.05% -874 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,351 $2.33M 1.71% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,341 $2.33M 0.04% -83 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 8,335 $2.33M 1.43% +1,685 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 8,313 $2.32M 0.61% -145 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,299 $2.32M 1.58% -106 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 8,294 $2.32M 1.3% new 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 8,263 $2.31M 2.27% +75 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,210 $2.29M 0.09% +782 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 8,163 $2.28M 0.08% -3,387 13F-HR/A Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,160 $2.28M 2.74% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,119 $2.27M 0.26% +764 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,115 $2.27M 0.07% -74 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 8,028 $2.24M 0.25% +728 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 8,000 $2.23M 1.23% -268 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,962 $2.22M 0.26% +1,377 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,954 $2.22M 1.37% -170 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,952 $2.22M 0.44% +1,100 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,939 $2.22M 0.19% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,790 $2.22M 0.35% +20,780 13F-HR/A Timeline Oriental Harbor Investment Master Fund More: the full row for Oriental Harbor Investment Master Fund 7,925 $2.21M 0.17% -10 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,924 $2.21M +1,056 Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,923 $2.21M 0.93% -132 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,914 $2.21M 0.37% -12 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,890 $2.2M 0.15% -770 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 7,851 $2.19M 0.09% -166 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,792 $2.19M 0.18% +2,106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 9,645 $2.18M 0.18% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,816 $2.18M 0.48% -953 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,788 $2.18M 0.27% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,806 $2.18M 1.33% +748 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,797 $2.18M 0.05% +429 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,787 $2.17M 0.86% -609 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,784 $2.17M 0.61% -188 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,782 $2.17M 0.18% -22 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 7,760 $2.17M 1.43% +1,460 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,108 $2.17M 0.05% -14 13F-HR/A Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,751 $2.16M 1.41% +406 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,744 $2.16M 0.09% +1,878 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 7,742 $2.16M 1.24% -35,343 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,657 $2.14M 0.15% +2,015 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,651 $2.14M 0.1% +2,529 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,611 $2.13M 0.41% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 7,556 $2.11M 2.09% -152 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,542 $2.11M 0.24% -7,613 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 7,541 $2.11M 0.11% +179 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,527 $2.1M 0.2% +1,443 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,522 $2.1M 0.39% -996 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 7,497 $2.1M 0.5% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7,255 $2.09M 1.26% +847 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,932 $2.09M 0.05% +2,592 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,447 $2.08M 0.41% +945 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,424 $2.07M 0.14% +845 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,418 $2.07M 0.02% -2,367 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 7,400 $2.07M 0.17% -279,900 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7,400 $2.07M 2.8% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,395 $2.07M 0.18% +623 13F-HR Timeline City State Bank More: the full row for City State Bank 7,387 $2.06M 0.6% +7 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,331 $2.05M 0.59% +490 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,317 $2.04M 0.2% +288 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,292 $2.04M 0.75% -482 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,273 $2.03M 0.06% +248 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,245 $2.02M 0.1% 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,218 $2.02M 0.34% -730 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,213 $2.02M 0.07% +3,098 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 7,210 $2.01M 0.04% -300 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 7,200 $2.01M 0.01% 0 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,189 $2.01M 0.06% +6,703 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 7,185 $2.01M 1.32% +169 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,183 $2.01M 0.28% +1,265 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,149 $2M 0.15% -12,767 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 7,105 $1.98M 0.08% +528 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 7,101 $1.98M 1.09% +1,035 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,872 $1.98M 0.29% new 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,081 $1.98M 0.35% +2,719 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,089 $1.98M 1.21% +5,800 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,087 $1.98M 0.2% +553 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 7,061 $1.97M 0.84% +11 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,061 $1.97M 1.34% -160 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,060 $1.97M 0.09% +1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,050 $1.97M 0.07% +1,519 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,045 $1.97M 0.77% -249 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,033 $1.96M 0.11% +1,342 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,013 $1.96M 0.03% +27 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 7,013 $1.96M 0.46% +275 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,008 $1.96M 0.68% +95 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,006 $1.96M 0.09% +229 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 6,967 $1.95M 0.77% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 6,914 $1.94M 1.51% -1,179 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 6,920 $1.93M 1.58% -60 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,888 $1.92M 0.56% +224 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,860 $1.92M 0.12% +98 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,846 $1.91M 0.59% +211 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,840 $1.91M 0.23% -77 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,835 $1.91M 0.03% +95 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,830 $1.91M 0.93% +50 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,809 $1.9M 0.15% +610 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,802 $1.9M 0.34% -847 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,784 $1.89M 1.41% +933 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,777 $1.89M 0.03% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,761 $1.89M 0.05% +1,580 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,741 $1.88M 1.3% -416 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 6,735 $1.88M 0.02% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,712 $1.88M 0.46% -321 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,732 $1.88M 0.14% +163 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,696 $1.87M 0.22% -135 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 6,685 $1.87M 0.74% -66,121 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,659 $1.87M 0.19% -23 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,678 $1.87M 0.73% +23 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,673 $1.86M 0.54% -209 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,650 $1.86M 0.21% +359 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,643 $1.86M 0.35% +899 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,629 $1.85M 1.18% -2,375 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,620 $1.85M 0.63% -1,176 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,602 $1.84M 0.55% -54 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 6,592 $1.84M 0.28% +677 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,574 $1.84M 0.4% -100 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,553 $1.83M 0.78% -229 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 6,552 $1.83M 0.22% +686 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,544 $1.83M 0.06% -301 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,506 $1.82M 0.66% -828 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,500 $1.82M 0.28% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,481 $1.81M 0.5% -271 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,472 $1.81M 1% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,464 $1.81M 0.12% +408 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 6,400 $1.79M 0.28% -765 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,386 $1.78M 0.62% +88 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,356 $1.78M 0.04% +529 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 6,330 $1.77M <0.01% -57 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,295 $1.76M 0.02% +76 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,763 $1.75M 0.73% +2 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,279 $1.75M 1.21% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,271 $1.75M 0.34% -70 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,271 $1.75M 0.04% -53 13F-HR Timeline Group SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 6,256 $1.75M 0.67% -672 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,256 $1.75M 0.01% -327 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,938 $1.75M 0.61% -111 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,244 $1.74M 0.04% -8,500 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,783 $1.74M 0.28% +54 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,220 $1.74M 0.01% +438 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,189 $1.73M 0.03% -1,395 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 6,180 $1.73M 0.45% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,160 $1.72M 0.19% +1,355 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,145 $1.72M 0.05% +18 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,126 $1.71M 0.14% +92 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,089 $1.7M 0.22% +2,295 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,086 $1.7M 0.2% +353 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,082 $1.7M 0.51% -55 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,072 $1.7M 0.1% -46 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,063 $1.69M 0.14% +1,958 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,995 $1.67M 0.12% +1,090 13F-HR Timeline GKV Capital Management Co., Inc. 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