BetterWealth, LLC More: the full row for BetterWealth, LLC 2,766 $1.73M 0.4% +1 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,766 $1.73M 0.05% +173 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,765 $1.73M 1% +324 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,760 $1.73M 0.11% -102 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,716 $1.73M 0.61% -214 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,746 $1.72M 0.18% -149 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,740 $1.72M 2.07% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,729 $1.71M 0.26% -121 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 2,728 $1.71M 0.14% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,725 $1.71M 0.09% +557 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,709 $1.7M 0.06% +372 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,700 $1.69M 3.6% +499 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,693 $1.69M 0.09% -22 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,692 $1.69M 0.15% 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,691 $1.69M 0.07% +678 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,689 $1.69M 0.73% -1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,686 $1.68M 0.2% +9 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,671 $1.68M 0.24% -232 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,622 $1.67M 0.82% +7 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,666 $1.67M 0.61% +860 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,664 $1.67M 0.85% +123 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,661 $1.67M 0.49% +826 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 2,660 $1.67M 1.49% +111 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 2,657 $1.67M 0.27% +6 13F-HR Timeline City State Bank More: the full row for City State Bank 2,657 $1.67M 0.46% +86 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 2,655 $1.66M 0.5% +503 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,647 $1.66M 0.46% +15 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,646 $1.66M 0.04% new 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,638 $1.65M 0.49% +459 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,637 $1.65M 0.08% +452 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,634 $1.65M 0.05% +389 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,632 $1.65M 1.08% 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 2,628 $1.65M 1.42% +1,438 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,624 $1.65M 0.05% +135 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,617 $1.64M 0.71% +5 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,617 $1.64M 0.54% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,615 $1.64M 0.35% +1 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,613 $1.64M 0.17% -300 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,601 $1.63M 0.22% +99 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,599 $1.63M 0.06% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,599 $1.63M 0.84% +17 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,598 $1.63M 0.2% -16 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,593 $1.63M 0.59% +43 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,593 $1.63M 0.66% +2,012 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,591 $1.62M 0.77% +165 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,588 $1.62M 0.41% +180 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,585 $1.62M 1.32% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,581 $1.62M 0.59% -522 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,581 $1.62M 0.3% +24 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 2,579 $1.62M <0.01% +1,425 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,579 $1.62M 0.23% +15 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,580 $1.62M 1.1% +2 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,573 $1.61M 0.3% -151 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,571 $1.61M 0.1% +865 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,571 $1.61M 1.2% +1,525 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,563 $1.61M 0.58% +1,447 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,563 $1.61M 0.11% -45 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,553 $1.6M 0.55% +17 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,553 $1.6M 0.05% +167 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,549 $1.6M 0.05% +200 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,546 $1.6M 0.21% -120 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,541 $1.59M 0.09% -299 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,532 $1.59M 0.21% +731 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,523 $1.59M 0.62% +854 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,529 $1.59M 0.3% +147 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,525 $1.58M 0.03% -76 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,519 $1.58M 0.03% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,518 $1.58M 0.24% +20 13F-HR/A Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,517 $1.58M 0.8% -29 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,516 $1.58M 0.21% +38 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,509 $1.57M 0.22% -33 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,503 $1.57M 0.48% +13 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 2,503 $1.57M 0.92% +70 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,498 $1.57M 0.51% +84 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,498 $1.57M 0.68% +19 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,494 $1.56M 0.12% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,482 $1.56M 0.99% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,480 $1.56M 0.16% +244 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,475 $1.55M 0.94% -23 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 2,473 $1.55M 0.4% +2,338 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,468 $1.55M 0.37% +26 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,472 $1.55M 0.34% +283 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,472 $1.55M 0.27% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,468 $1.55M 0.68% +59 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 2,465 $1.55M 1.3% -65 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,463 $1.54M 0.64% -48 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,458 $1.54M 0.75% +26 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,452 $1.54M 0.78% +48 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,880 $1.54M 0.71% -24,390 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,443 $1.53M 0.17% -33 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,440 $1.53M 1.04% -15 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,436 $1.53M 1.29% +310 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 2,434 $1.53M 0.9% 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,430 $1.52M 0.93% -352 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,426 $1.52M 0.65% -26 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 2,425 $1.52M 0.96% +121 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,421 $1.52M 0.78% +336 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 2,417 $1.52M 1.45% -172 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,412 $1.51M 0.7% +52 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,412 $1.51M 0.81% +33 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,407 $1.51M 0.72% +12 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,402 $1.51M 0.19% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,397 $1.5M 0.52% +802 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,396 $1.5M 0.39% +276 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,384 $1.5M 0.44% -410 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,367 $1.48M 0.29% +1,975 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,363 $1.48M 0.75% -36 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,364 $1.48M 0.35% +1 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,363 $1.48M 0.46% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,356 $1.48M 0.37% -780 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,347 $1.47M 0.23% +330 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,342 $1.47M 0.38% +1,512 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,778 $1.47M 0.13% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,323 $1.46M 0.55% +577 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,320 $1.45M 0.8% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,313 $1.45M 0.49% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,310 $1.45M 0.39% +1,866 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,310 $1.45M 0.44% +160 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,306 $1.45M 0.28% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,298 $1.44M 0.45% -25 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,297 $1.44M 0.15% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,296 $1.44M 0.93% +8 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,290 $1.44M 0.61% +1,043 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,289 $1.44M 0.72% -52 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,287 $1.43M 1.19% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,283 $1.43M 0.19% -2 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,269 $1.42M 0.32% -100 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 2,255 $1.42M 0.3% +1,552 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,266 $1.42M 0.3% +168 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,260 $1.42M 0.97% +20 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,257 $1.42M 0.08% +102 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,256 $1.41M 0.15% +66 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,251 $1.41M 0.99% -9 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,246 $1.41M 1.06% -313 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,243 $1.41M 0.15% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,212 $1.41M 1.02% +158 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,237 $1.4M 0.53% +136 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,234 $1.4M 0.09% +254 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,233 $1.4M 1.12% +21 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,232 $1.4M 0.32% +20 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,226 $1.4M 0.31% +31 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,223 $1.39M 0.94% +136 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,222 $1.39M 0.42% +26 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,221 $1.39M 0.59% +23 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,219 $1.39M 0.61% +2 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,214 $1.39M 0.94% +115 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,213 $1.39M 0.09% -242 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,207 $1.38M 0.34% -44 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,204 $1.38M 0.28% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,203 $1.38M 0.33% +385 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,194 $1.38M 0.38% +286 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,192 $1.37M 1.44% +4 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,192 $1.37M 0.26% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,152 $1.37M 0.18% -43 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,162 $1.37M 0.37% +759 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,179 $1.37M 0.59% -89 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,178 $1.37M 0.11% +12 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,171 $1.36M 0.18% -122 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,171 $1.36M 1.44% 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,168 $1.36M 0.58% -95 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,156 $1.35M 0.28% +778 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,148 $1.35M 0.44% +68 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,145 $1.35M 1.04% +57 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,133 $1.34M 0.57% -26 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,132 $1.34M 0.2% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,132 $1.34M 0.3% -6 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,102 $1.34M 0.22% -5 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,129 $1.34M 0.09% -68 13F-HR/A Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,120 $1.33M <0.01% -69,750 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,081 $1.33M 0.05% +99 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,101 $1.32M 0.44% +90 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,101 $1.32M 1.25% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,094 $1.31M 0.15% 0 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,093 $1.31M 0.33% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,090 $1.31M 0.1% +163 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,086 $1.31M 0.13% -4,920 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,085 $1.31M 0.01% -6 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,083 $1.31M 0.25% +381 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,082 $1.31M 0.08% -111 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 2,074 $1.3M 0.24% +4 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,071 $1.3M 0.52% +489 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,071 $1.3M 0.96% 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,070 $1.3M 0.5% +813 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,070 $1.3M 0.09% +91 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,069 $1.3M 0.3% +230 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,066 $1.3M 0.37% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,060 $1.29M 0.24% -106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,059 $1.29M 0.32% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,059 $1.29M 0.4% +12 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,051 $1.29M 0.29% +113 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,044 $1.28M 0.58% -132 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,040 $1.28M 0.01% +92 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,038 $1.28M 0.08% +1,693 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,036 $1.28M 0.37% -7 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,036 $1.28M 0.08% -65 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,035 $1.28M 0.18% -121 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,025 $1.27M 0.62% -2 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,025 $1.27M 0.22% +1,384 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,021 $1.27M 0.93% -234 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,020 $1.27M 0.1% +165 13F-HR Timeline