180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,289 $1.38M 0.14% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,289 $1.38M 0.5% -288 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,288 $1.38M 0.11% +2,041 13F-HR Timeline Group O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 5,286 $1.38M 1.1% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,222 $1.36M 0.93% -978 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,217 $1.36M 0.23% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,210 $1.36M 0.72% -3 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,167 $1.35M 0.15% +1,605 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,164 $1.34M 0.21% +342 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,134 $1.34M 0.04% -850 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 5,134 $1.34M 0.68% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,103 $1.33M 0.13% -122 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,101 $1.33M 0.12% +2,515 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,084 $1.32M 0.5% -583 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,068 $1.32M 0.02% +218 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,018 $1.31M 0.25% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,007 $1.3M 0.03% -7,876 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,000 $1.3M 0.45% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,990 $1.3M 0.12% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,984 $1.3M 0.02% -17,900 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,982 $1.3M 0.01% -46 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,980 $1.3M 0.05% -246 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,932 $1.28M 0.24% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,914 $1.28M 0.42% +3,182 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,895 $1.27M 0.08% -128 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,865 $1.27M 0.04% +484 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,846 $1.26M 0.17% -7,456 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,841 $1.26M 0.15% +1,192 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,833 $1.26M 0.1% +775 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 4,818 $1.25M <0.01% -2,694 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,810 $1.25M 0.02% +51 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,801 $1.25M 1.14% +21 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,800 $1.25M 0.04% +2,050 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,786 $1.25M 0.09% +516 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,778 $1.24M 0.02% +138 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,778 $1.24M 0.2% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,751 $1.24M 0.92% -216 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,730 $1.23M 0.02% -1,132 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,612 $1.22M 0.13% -271 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,701 $1.22M 0.04% +65 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,658 $1.21M 0.02% +2,053 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,658 $1.21M 0.13% -2 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,665 $1.21M 0.07% -16,561 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,630 $1.21M 0.23% +493 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,608 $1.2M 0.69% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,605 $1.2M 0.24% +47 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,560 $1.19M 0.03% +22 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,558 $1.19M 0.01% -106 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,835 $1.19M 0.67% +780 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,554 $1.19M 0.12% +327 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,538 $1.18M 0.72% -100 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,525 $1.18M 0.59% -85 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,512 $1.18M 0.06% +24 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,504 $1.17M 0.18% +7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,489 $1.17M 0.08% +25 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,485 $1.17M 0.06% +26 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,459 $1.16M 0.07% -28 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,456 $1.16M 0.01% +1,512 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,422 $1.15M 0.12% -6,636 13F-HR Timeline Institute for Wealth Management, LLC. 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Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,717 $968K 0.01% new 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,703 $964K 0.35% -310 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,685 $960K 0.03% +86 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,651 $951K 0.07% -182 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,645 $949K 0.03% +150 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,628 $945K 0.07% -11 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,616 $942K 0.05% +1,604 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 3,608 $940K 0.87% +1,800 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,600 $938K 0.16% +1,100 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,584 $933K 0.01% +150 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,572 $930K 0.17% 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,569 $929K 0.29% -205 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,555 $926K 0.2% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,546 $924K 0.03% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,531 $920K 0.08% +172 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,522 $917K 0.19% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,509 $915K 0.47% -2,820 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,509 $914K 0.13% -192 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,504 $913K 0.08% -581 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,478 $906K 0.01% -2,978 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,462 $902K 0.08% -5 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,446 $897K 0.28% +11 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,440 $896K 0.01% -59 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,431 $894K 0.18% -118 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,429 $893K 0.13% -186 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,422 $891K 0.52% +111 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,420 $891K -220 Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,418 $890K 0.22% +2,240 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,417 $890K 0.2% -60 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,414 $889K 0.09% -581 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,410 $888K 0.05% -204 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,383 $881K 0.09% -114 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,379 $880K 0.81% -1,405 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,364 $876K 0.02% +461 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,364 $876K 0.27% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,363 $876K 0.12% +101 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,348 $872K 0.06% +596 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 3,340 $870K 0.01% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,334 $868K 0.41% -100 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,312 $862K 0.06% -65 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,289 $857K 0.19% -253 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,287 $856K 0.17% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,280 $854K 0.02% -225 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,273 $852K 0.58% -254 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,673 $852K 0.63% +405 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,249 $846K 0.16% -13 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,242 $844K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,221 $839K 0.03% -197 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,136 $835K 0.01% -29,361 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,202 $834K 0.16% -192 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,201 $834K 0.01% +351 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,200 $833K 0.43% +21 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,197 $833K 0.02% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,175 $827K 0.7% -200 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,166 $825K 0.1% -3 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,155 $822K 0.15% -32,949 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,145 $819K 0.05% +10 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,145 $819K 0.57% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,144 $819K 0.03% +1,010 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,138 $817K 0.11% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,137 $817K 0.01% +417 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,128 $815K 0.03% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,122 $813K 0.36% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,112 $810K 0.01% +59 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,106 $809K 0.25% -260 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,104 $808K 0.11% 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 3,100 $807K 0.03% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,020 $804K <0.01% -364 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,086 $804K 0.05% -802 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,067 $799K 0.3% -64 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,050 $794K 0.09% +501 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,042 $792K 0.02% +317 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,037 $791K 0.13% +261 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,036 $790K 0.04% +176 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,032 $790K 0.23% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,029 $789K 0.05% -5 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,026 $788K 0.12% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,020 $787K 0.47% +1,482 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,000 $781K 0.03% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,994 $780K 0.36% +936 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,983 $777K 0.19% -150 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,978 $776K 0.05% -39 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,975 $775K 0.69% -5 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,972 $774K 0.01% -487 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,961 $771K 0.2% +17 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,958 $770K 0.65% -48 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,952 $769K <0.01% +47 13F-HR Timeline Group