TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,037 $2.25M 0.69% +11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,026 $2.24M 0.29% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,988 $2.23M 0.22% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,983 $2.23M 0.28% +193 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 4,957 $2.21M 0.78% +154 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,931 $2.2M 2.2% +268 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,862 $2.17M 0.29% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,861 $2.17M 0.01% -304 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,850 $2.17M 0.04% +438 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,842 $2.16M 0.04% -417 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,833 $2.16M 0.02% +1,300 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,824 $2.15M 0.29% +510 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,810 $2.15M 0.07% -658 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,802 $2.14M 0.23% -269 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,773 $2.13M 0.08% +30 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,752 $2.13M 0.02% +331 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,756 $2.12M 0.65% 0 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 4,755 $2.12M 0.48% -30 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,753 $2.12M 0.02% +11 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,685 $2.09M 0.12% +4,060 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,710 $2.09M 0.88% -9 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 4,677 $2.09M 0.14% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,677 $2.09M 0.03% -20,301 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,668 $2.08M 0.02% -53 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,599 $2.05M 0.21% -742 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,578 $2.04M 0.32% -3,525 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,533 $2.02M 0.03% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,509 $2.01M 1.12% +1,526 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,540 $2.01M 0.07% +555 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,490 $2M 0.1% +202 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,450 $1.99M 0.16% -126 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,438 $1.98M 0.02% +13 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,417 $1.97M 0.74% +112 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,410 $1.97M 0.07% -1,085 13F-HR Timeline Group Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,383 $1.96M 2.15% -53 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 4,357 $1.95M 0.89% -69 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,349 $1.94M 0.46% -28 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,344 $1.94M 0.06% +75 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,291 $1.92M 0.06% -2,848 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,274 $1.91M 0.12% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,260 $1.9M 0.12% -766 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,238 $1.89M 0.49% +3,344 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,221 $1.88M 0.07% +37 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,212 $1.88M 0.02% -2,180 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,209 $1.88M 0.23% +138 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,195 $1.87M 0.03% +1,195 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,191 $1.87M 0.01% +203 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,189 $1.87M 0.12% -574 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 4,159 $1.86M 0.46% -57 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,150 $1.85M 0.43% +225 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,143 $1.85M 1.01% +927 13F-HR/A Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 4,139 $1.85M 0.21% -314 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 4,134 $1.85M 0.01% -488 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 4,103 $1.83M 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,095 $1.83M 0.04% +39 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,082 $1.82M 0.23% -12 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,029 $1.8M 0.06% -783 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,005 $1.79M 0.16% 0 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 4,004 $1.79M 0.95% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,998 $1.79M <0.01% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 3,996 $1.78M 0.93% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,970 $1.77M 0.03% -5,304 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,949 $1.76M 0.51% +162 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,937 $1.76M 0.03% -39 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,925 $1.75M 1.53% +3,921 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,924 $1.75M 0.01% +1,194 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,902 $1.74M 0.14% +429 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,897 $1.74M 0.08% -1,733 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,896 $1.74M 0.1% -308 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,895 $1.74M 0.01% +656 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,877 $1.73M 0.21% +188 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,863 $1.72M 0.12% -7 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,861 $1.72M 0.41% -224 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,856 $1.72M 0.01% +449 13F-HR Timeline Group DIADEMA PARTNERS LP More: the full row for DIADEMA PARTNERS LP 3,840 $1.71M 0.71% -6,160 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,840 $1.71M 0.02% -682 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,833 $1.71M 0.05% -85 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,821 $1.71M 0.12% -341 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,857 $1.68M 0.02% -121 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,757 $1.68M 0.16% +389 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,755 $1.68M 0.09% -830 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,740 $1.67M 0.41% +848 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,695 $1.65M 0.38% -491 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,684 $1.65M 0.03% -281 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,634 $1.62M 0.03% +47 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,765 $1.59M 0.1% +22 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,563 $1.59M 0.08% +355 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,556 $1.59M 0.07% +77 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,549 $1.58M 0.05% -119 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,549 $1.58M 0.37% +25 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 3,538 $1.58M 0.86% 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,527 $1.57M 0.27% -92 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,509 $1.57M 0.03% +33 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,464 $1.56M 0.01% +1,294 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,503 $1.56M 0.27% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,500 $1.56M 0.04% -1,182 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,489 $1.56M 0.71% +27 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 3,450 $1.54M 0.11% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,427 $1.53M 0.01% -100 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,427 $1.53M 0.46% +1,298 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,412 $1.52M 2.22% +48 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,576 $1.52M 0.12% -205 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,408 $1.52M 0.01% -77 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,406 $1.52M 0.42% -284 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,367 $1.5M 0.04% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,366 $1.5M 0.35% +1,019 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,383 $1.5M 0.05% +165 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,456 $1.5M 0.16% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,317 $1.48M 0.1% +35 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,299 $1.47M -454 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,286 $1.47M 0.08% -2,905 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,280 $1.46M 0.54% -80 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,277 $1.46M 0.39% -120 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,267 $1.46M 0.02% -33 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,265 $1.46M 0.03% +930 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,263 $1.46M 0.05% -3,440 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,259 $1.46M 0.08% -405 13F-HR/A Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,233 $1.44M 0.55% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,225 $1.44M 0.23% -155 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,218 $1.44M 1.42% +223 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,215 $1.44M 0.15% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,209 $1.43M 0.07% +3 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 3,204 $1.43M 0.93% +407 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,194 $1.43M 0.1% +399 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,188 $1.42M 0.35% +79 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,164 $1.41M 0.23% -27 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 3,157 $1.41M 0.69% +7 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,152 $1.41M 0.06% -227 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,152 $1.41M 0.01% new 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,150 $1.41M 0.23% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,148 $1.41M 1.04% -38 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,144 $1.4M 0.2% +169 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,101 $1.39M 0.12% +28 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,081 $1.38M 0.25% -1,214 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,068 $1.37M 0.1% -861 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,054 $1.36M 0.04% -248 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,048 $1.36M 0.17% +146 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,032 $1.35M 0.01% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,022 $1.35M 0.17% +99 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,014 $1.35M 0.01% +578 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,012 $1.34M 0.05% -215 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 3,000 $1.34M 0.52% -4,320 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,994 $1.34M 0.13% -91 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,965 $1.32M 0.11% -45 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,951 $1.32M 0.02% -143 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 2,945 $1.32M 0.34% -73 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,918 $1.3M 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,906 $1.3M 0.02% -204 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,898 $1.29M 1.32% -8 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,889 $1.29M 0.25% +646 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,864 $1.28M 0.07% +596 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,856 $1.28M 0.09% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,844 $1.27M 0.08% -217 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,829 $1.26M 0.03% +206 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,821 $1.26M 0.07% +403 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,783 $1.24M 0.09% -179 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,776 $1.24M 0.05% -1,404 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,775 $1.24M 0.05% -39 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 2,764 $1.23M 1.17% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,721 $1.22M 0.06% -215 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,720 $1.21M 0.03% -362 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,711 $1.21M 0.01% +74 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,704 $1.21M 0.02% -93 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,653 $1.18M 0.05% +5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,647 $1.18M 0.13% +563 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,626 $1.17M 0.03% -2,254 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,602 $1.16M 0.16% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,591 $1.16M 0.42% +119 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,583 $1.15M 0.07% +43 13F-HR Timeline SWS Partners More: the full row for SWS Partners 2,573 $1.15M 0.28% +42 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,570 $1.15M 0.13% -58 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,556 $1.14M 0.03% +53 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,555 $1.14M 1% -7,337 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,529 $1.13M 0.08% -76 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,517 $1.12M 0.11% +41 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,506 $1.12M 0.53% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,503 $1.12M 0.09% +490 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $1.12M 0.49% 0 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,500 $1.12M 0.05% +250 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,500 $1.12M 0.14% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,499 $1.12M 0.45% +977 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Souders Financial Advisors More: the full row for Souders Financial Advisors 2,497 $1.12M 0.13% +491 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 2,468 $1.1M 0.8% -115 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,458 $1.1M 1.01% +214 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,455 $1.1M 0.09% +204 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,434 $1.09M 0.17% -48 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,433 $1.09M <0.01% 0 13F-HR Timeline Group Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,425 $1.08M 0.7% +410 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,395 $1.07M 0.02% +550 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,360 $1.05M 0.02% +75 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,334 $1.04M 0.01% -75 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,320 $1.04M 0.06% +47 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,316 $1.03M 0.37% -240 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,317 $1.03M 0.07% -1,138 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,272 $1.02M 0.03% +245 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,268 $1.01M <0.01% -230 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,262 $1.01M 0.21% -45 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,218 $990K 0.01% -346 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,210 $987K 0.02% -35 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,195 $980K 0.2% +128 13F-HR Timeline