Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 17,241 $1.24M 0.3% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 17,194 $1.24M 0.88% -10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,154 $1.23M 0.02% -76,969 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 17,113 $1.23M 0.19% -761 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 17,111 $1.23M 1.02% -105,206 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 17,106 $1.23M 0.48% +1,531 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 17,020 $1.22M 1.2% -1,797 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 17,000 $1.22M 1.3% 0 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 16,974 $1.22M 0.11% -8,839 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 16,180 $1.22M 0.12% -1,661 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,812 $1.21M 0.12% +4,348 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 16,812 $1.21M 0.44% +1,083 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 16,791 $1.21M 0.02% -134,254 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 16,700 $1.2M 0.33% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 16,599 $1.19M 0.3% +653 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 16,591 $1.19M 0.32% -16,880 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 16,530 $1.19M 0.14% +2,560 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 16,525 $1.19M 0.69% +13,274 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 16,346 $1.18M 0.37% +313 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 16,309 $1.17M 0.08% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,227 $1.17M 0.2% +8,079 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 16,161 $1.17M 0.07% +13,592 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 16,175 $1.16M 0.39% -5,904 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 16,169 $1.16M 0.06% +4,356 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 16,105 $1.16M 0.14% +3 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,070 $1.16M 0.08% +460 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 16,000 $1.15M 0.19% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 15,904 $1.15M 0.08% +5,906 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 15,990 $1.15M 0.46% +5,005 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 15,985 $1.15M 0.86% +1,035 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,013 $1.15M 0.11% +299 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 15,909 $1.14M 0.13% +908 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 15,890 $1.14M 0.12% +1,204 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 15,881 $1.14M 0.11% +3,516 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 15,841 $1.14M 0.77% -290 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 15,562 $1.14M 0.25% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 15,697 $1.13M 0.22% +1,433 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,622 $1.12M 0.02% +4,053 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,619 $1.12M 0.02% -2,137 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 15,601 $1.12M 0.82% -1,000 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,527 $1.12M 0.01% -1,865 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 15,500 $1.11M 0.16% new 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 15,498 $1.11M 0.95% +602 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,372 $1.11M 0.08% -3,869 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 15,246 $1.1M 0.81% -1,787 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 15,235 $1.1M 0.16% 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 15,212 $1.09M 0.76% +1,931 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,197 $1.09M 0.04% +12,891 13F-HR Timeline Group Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 15,105 $1.09M 1.9% -75 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,081 $1.08M 0.04% +674 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 15,055 $1.08M 0.7% -6,258 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 15,050 $1.08M 0.46% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 15,027 $1.08M 0.28% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,021 $1.08M 0.12% +418 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 15,005 $1.08M 0.06% -1,473 13F-HR Timeline Orvieto Partners, L.P. More: the full row for Orvieto Partners, L.P. 15,000 $1.08M 0.92% +10,000 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,994 $1.08M 0.14% +982 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,957 $1.08M 0.09% -66 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,931 $1.07M 0.24% +1,470 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 14,927 $1.07M 0.48% -15 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 14,927 $1.07M 0.32% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,911 $1.07M 0.06% +699 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 14,902 $1.07M +8,276 Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 14,885 $1.07M 0.14% -3,500 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,873 $1.07M 0.1% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 14,837 $1.07M 0.32% -1,269 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 14,815 $1.07M 0.04% +1,056 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 14,782 $1.06M 1.18% -213 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 14,759 $1.06M 0.42% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 14,737 $1.06M 0.33% +1,848 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,727 $1.06M 0.09% +1,713 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,719 $1.06M 0.05% -1,448 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 14,689 $1.06M 0.52% +207 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,680 $1.06M 0.17% -967 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 14,677 $1.06M 0.19% -1,600 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,992 $1.06M 0.02% +1,149 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 14,673 $1.06M 0.62% +1,676 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 14,642 $1.05M 0.36% +66 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 14,621 $1.05M 0.13% +1,160 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 14,581 $1.05M 0.53% -1,582 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 14,577 $1.05M 0.17% +2,758 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 14,567 $1.05M 0.1% -646 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,519 $1.04M 0.1% +4,025 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,452 $1.04M 0.07% -13,022 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 14,450 $1.04M 0.3% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,351 $1.03M 0.32% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 14,223 $1.02M 0.14% -6,727 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 14,212 $1.02M 0.28% -5,138 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,187 $1.02M 0.01% -436 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 14,163 $1.02M 0.43% -133 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,163 $1.02M 0.06% -2,189 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 14,142 $1.02M 0.03% -885 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14,040 $1.01M 0.26% -150 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 14,074 $1.01M 0.07% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 14,069 $1.01M 0.29% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,011 $1.01M 0.06% +1,136 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,966 $1M 0.02% -119 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 13,928 $1M 0.8% +1,681 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 13,758 $990K 0.1% +32 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,748 $989K 0.18% +616 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 13,744 $989K 0.36% +3,143 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 13,698 $985K 0.86% -1,071 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 13,677 $984K 0.47% +1,300 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,615 $979K 0.26% -61,818 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 13,611 $979K 0.17% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 13,585 $977K 0.37% -1,217 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 13,566 $976K 0.05% +585 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 13,513 $972K 0.28% +2,154 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,434 $966K 0.03% +15 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 13,431 $966K 0.09% -466 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 13,424 $966K 0.18% +550 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,348 $960K 0.01% -1,769 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,342 $960K 0.02% -16,942 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 13,250 $953K 0.47% +131 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 13,225 $951K 0.38% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 13,193 $949K 0.07% +3,232 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,181 $948K 0.04% +395 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 13,147 $946K 0.08% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,092 $942K 0.02% +2,104 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 13,066 $940K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,053 $939K 0.11% -1,673 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,013 $936K 0.03% +1,821 13F-HR/A Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,960 $932K 0.22% -680 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 12,945 $931K 0.02% -32,055 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 12,926 $930K 0.03% +12,589 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,912 $929K 0.05% -8,781 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 12,911 $929K 0.66% -100 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 12,905 $928K 0.85% -275 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 12,894 $927K 0.45% -291 13F-HR/A Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 12,883 $927K <0.01% -5,144 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 12,825 $923K 0.16% +2,625 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 12,800 $921K 0.53% -235 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 12,781 $919K 0.17% +58 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,729 $916K 0.04% -804 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,723 $915K 0.13% +921 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,711 $914K 0.05% +5,728 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,659 $911K 0.19% -1,581 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,601 $906K 0.54% -4,083 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 12,600 $906K 0.52% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 12,599 $906K 0.7% -128 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 12,583 $905K 0.38% -1,525 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,551 $903K 0.08% -348 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,526 $901K 0.01% +587 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,507 $900K 0.33% +2,383 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 12,500 $899K 0.75% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,487 $898K 0.09% +1,354 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 12,461 $896K 0.61% -617 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,446 $895K 0.01% +796 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,423 $894K 0.04% +1,057 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,410 $893K 0.07% +1,052 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 12,298 $885K 0.21% +1,124 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,237 $880K 0.09% -3,434 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 12,153 $874K 0.01% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 12,123 $872K 0.09% +4,060 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 12,092 $870K 0.22% -4 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,070 $868K 0.32% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 12,066 $868K 0.18% +1,731 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,025 $865K 0.09% -2,454 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 12,024 $865K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,986 $862K 0.03% +5,714 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,949 $859K 0.02% +4,425 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,926 $858K 0.16% -2,007 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 11,916 $857K 0.47% +86 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 11,914 $857K 0.66% -1,942 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,449 $854K 0.04% -1,772 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 11,865 $853K 0.88% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 11,835 $851K 0.53% -525 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,792 $848K 0.1% +31 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 11,787 $848K 0.49% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,772 $847K 0.23% +1,111 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 11,729 $844K 0.05% -2,275 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,708 $842K 0.1% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,580 $833K 0.05% +1,558 13F-HR/A Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,536 $830K 0.09% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,514 $828K 0.02% +2,729 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,508 $828K 0.35% -784 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,503 $827K 0.16% +5,846 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 11,500 $827K 0.45% -798 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 11,491 $827K 0.05% -435,414 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 11,466 $825K 0.25% +450 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,446 $823K 0.25% -355 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 11,432 $822K 0.16% +4,342 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,422 $822K 0.03% -71,069 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,628 $803K 0.02% +2,958 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,151 $802K 0.26% -703 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,378 $802K 0.05% +865 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 11,121 $800K 0.54% -342 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,096 $798K 0.09% +1,811 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,086 $797K 0.01% +94 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 11,000 $791K 0.02% +3,200 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,951 $788K 0.04% +1,105 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,945 $787K 0.05% -152 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10,911 $785K 0.16% +65 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. 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