ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 66,849 $8.31M 0.43% -16,775 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 66,624 $8.28M 0.15% -140 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 66,554 $8.28M 1.07% +5,877 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 66,417 $8.25M 2.44% -15,433 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 66,409 $8.25M 0.58% -4,444 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 66,253 $8.23M 1.69% -3,090 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 66,152 $8.22M +1,182 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 66,130 $8.22M +941 Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 65,759 $8.17M 0.99% -314 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 65,509 $8.16M 0.6% +14,505 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 65,579 $8.15M 2.5% +24,716 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 65,512 $8.14M 0.08% -387,282 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 65,378 $8.13M 2.1% -14,111 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 65,130 $8.09M 0.93% +520 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 68,893 $8.09M 0.83% +32,387 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65,104 $8.09M 1.59% +130 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 64,974 $8.08M 0.78% +6,223 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 64,778 $8.07M 1.24% -1,441 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 64,848 $8.06M 0.73% -76,543 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 65,240 $8.06M 0.52% -28,138 13F-HR Timeline Blue Trust, Inc. 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Investment Group, LLC 62,860 $8M 6.17% -504 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 64,296 $7.99M 0.92% +736 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 62,621 $7.98M 0.12% +42,418 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 64,165 $7.97M 0.11% +4,553 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 64,160 $7.97M 0.85% +1,813 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 64,133 $7.97M 0.44% -13,791 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 63,943 $7.95M 0.41% -272 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 63,677 $7.91M 0.26% -306 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 63,599 $7.9M 0.9% -1,097 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 63,544 $7.9M 2.53% +2,314 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 63,462 $7.89M 2.04% +1,637 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 63,435 $7.88M 1.17% -4,355 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 63,099 $7.84M 0.11% +45,355 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 63,044 $7.84M 1.04% -2,500 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 62,950 $7.82M 0.03% -134,259 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 62,815 $7.81M 1.93% -14,309 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 62,800 $7.8M 1.08% -1,886 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 62,480 $7.76M 0.7% -4,574 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 62,310 $7.74M 4.95% +355 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for Westerkirk Capital Inc. 61,907 $7.69M 0.83% -5,317 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 61,439 $7.64M 0.51% -11,223 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 61,306 $7.62M 1.57% -217 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 61,292 $7.62M 0.18% -545 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 61,252 $7.61M 0.66% +49,265 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 61,216 $7.61M 0.32% -178,622 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 61,107 $7.59M 0.4% +2,596 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 61,091 $7.59M 2.67% -172,640 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 60,894 $7.57M 0.39% -12,353 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 60,785 $7.55M 0.47% -2,375 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 60,783 $7.55M 0.42% -9,187 13F-HR/A Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 60,758 $7.55M 1.42% +33,931 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 60,296 $7.49M 0.95% -15,576 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 60,293 $7.49M 1.22% -63,761 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 60,178 $7.48M 3.58% -2,103 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 60,129 $7.47M 0.78% -8,634 13F-HR Timeline Signet Investment Advisory Group, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 59,714 $7.42M 0.73% -783 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 59,711 $7.42M 0.46% +4,919 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 59,664 $7.42M 1.07% -1,513 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 59,442 $7.39M 3.77% -460 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 59,439 $7.39M 0.16% -46,882 13F-HR/A Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 59,392 $7.38M 4.7% -604 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 59,357 $7.38M 4.23% -250 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 59,356 $7.38M 0.03% -3,927 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 59,321 $7.37M 0.84% -14,669 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 59,225 $7.36M 0.32% -10,154 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 59,151 $7.35M 0.63% -1,103 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 58,903 $7.32M 2.73% +734 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 58,822 $7.31M 0.12% +19,568 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 58,275 $7.26M 0.2% -14,318 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 58,275 $7.24M 3.49% +750 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 58,118 $7.22M 0.65% 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 58,082 $7.22M 1.05% -2,394 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 58,076 $7.22M 0.9% -8,101 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 58,016 $7.21M 2.96% -169 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 57,999 $7.21M 2.17% -1,030 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 57,969 $7.2M 0.38% -9,001 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 57,828 $7.19M 1.18% -1,502 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 57,806 $7.18M 0.04% -1,061,066 13F-HR Timeline Group Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 57,745 $7.18M 6.99% 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 57,583 $7.16M 1.07% +892 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 57,339 $7.13M 0.72% -592 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 57,215 $7.11M 0.45% -2,570 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 57,174 $7.11M 0.52% -1,746 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 57,136 $7.1M 1.08% -2,085 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 57,127 $7.1M 2.3% -410 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 57,101 $7.1M 1.75% +2,133 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 57,077 $7.09M 0.49% +1,997 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 57,015 $7.08M 0.28% +505 13F-HR Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 56,972 $7.08M 0.33% -301,118 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 56,876 $7.07M 0.08% -1,790 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 56,389 $7.01M 0.84% -242 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 56,309 $7M 0.25% -326 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 56,251 $6.99M 0.23% -6,268 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 56,095 $6.97M 4.17% +413 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 55,983 $6.96M 1.43% -9,236 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 54,741 $6.94M 0.2% +228 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 55,830 $6.94M 1.17% -77,370 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 55,819 $6.94M 1.93% -1,559 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 55,749 $6.93M 0.39% -30,472 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 55,618 $6.91M 1.25% -11,369 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 55,530 $6.9M 0.54% -2,600 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 55,488 $6.9M 0.57% -4,516 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 55,456 $6.89M 0.16% +25,877 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 55,452 $6.89M 0.9% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 55,270 $6.87M 2.97% -21,520 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 55,281 $6.87M 1.13% -2,924 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 55,272 $6.87M 1.06% -873 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 55,159 $6.86M 0.42% -2 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 55,075 $6.84M 0.11% +20,766 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 55,023 $6.84M 0.43% -2,070 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 55,020 $6.84M 0.3% -190 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 55,009 $6.84M 2.28% +1,670 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 55,000 $6.83M 1.47% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 54,875 $6.82M 2.7% -18,431 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 53,442 $6.82M 0.53% +1,807 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 54,727 $6.8M 3.89% +3,200 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 54,723 $6.8M 0.38% +550 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 54,536 $6.78M 0.96% -1,312 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 54,497 $6.77M 1.67% -3,185 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 54,335 $6.77M 0.66% -812 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 53,343 $6.77M 0.81% +848 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 54,359 $6.76M 1.49% -121 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 54,350 $6.75M +177 Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 54,328 $6.75M 0.4% -1,046 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 54,116 $6.73M 1.46% -3,963 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 54,112 $6.73M -29,972 Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 54,112 $6.73M 0.49% -2,286 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 53,926 $6.7M 1.15% +1,030 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,815 $6.69M 0.24% -2,722 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 53,800 $6.69M 1.09% +8,733 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 53,730 $6.68M 0.14% -851 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 53,672 $6.67M 0.49% -299 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 53,657 $6.67M 0.08% -12,490 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 53,651 $6.67M 0.06% -12,284 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 53,587 $6.66M 0.64% -4,037 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 53,574 $6.66M 0.47% +4,270 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 53,533 $6.65M 1.13% -5,127 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 53,429 $6.64M 3.34% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 53,372 $6.63M 0.07% -1,011 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,279 $6.62M 0.21% +6,817 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 53,249 $6.62M 0.74% -1,310 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 53,061 $6.59M 2.05% -892 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 53,047 $6.59M 1.57% -8,412 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 53,379 $6.59M 0.87% +13,189 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 52,974 $6.58M 1.57% -724 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 52,932 $6.58M 0.83% -1,785 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 52,863 $6.57M 1.04% +760 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 52,767 $6.56M 0.19% -41,188 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 52,715 $6.55M 0.7% -4,494 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 52,567 $6.53M 0.52% +2,955 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 52,397 $6.51M 0.57% -2,710 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 52,363 $6.51M 1.63% -740 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 52,310 $6.5M 2.39% 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 58,296 $6.49M 0.59% -720 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 52,223 $6.49M 0.18% +24 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 52,194 $6.49M 0.46% +2,990 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 73,839 $6.48M 3.87% +969 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 52,104 $6.48M 0.34% -9,891 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 52,045 $6.47M 3.53% +3,257 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 51,989 $6.46M 0.74% -222 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 51,967 $6.46M 1.29% +587 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 51,954 $6.46M 1.76% -14,949 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 51,918 $6.45M 1.95% -2,151 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 51,821 $6.44M 0.6% +1,382 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 51,784 $6.44M 0.39% +56 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 51,642 $6.42M 2.84% -7,717 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 50,288 $6.41M 0.44% +401 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 51,531 $6.4M 1.67% -335 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 51,450 $6.39M 1.81% -1,674 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 51,193 $6.36M -3,467 Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 51,184 $6.36M 1.6% +24,951 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 51,137 $6.36M 0.26% +1,102 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 51,124 $6.34M 3.5% -3,087 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 51,010 $6.34M 0.73% +6,960 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 51,000 $6.34M 0.21% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. 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