Cabana LLC More: the full row for Cabana LLC 8,631 $1.24M 9.31% +6,906 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,624 $1.24M 0.09% +4,312 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,618 $1.24M 0.09% +3,667 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,600 $1.24M 1.09% +4,300 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,590 $1.24M 0.44% +4,066 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,568 $1.23M 0.28% +4,226 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,563 $1.23M 0.06% +5,250 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 8,496 $1.22M 0.74% +4,824 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 8,485 $1.22M 0.07% +4,223 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,392 $1.22M 0.02% +4,575 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 8,468 $1.22M 0.26% +4,262 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 8,465 $1.22M 0.11% +2,579 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,448 $1.22M 0.08% +4,212 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 8,442 $1.22M 0.38% +5,621 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,421 $1.21M 0.2% 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,406 $1.21M 0.76% +4,188 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 8,400 $1.21M 0.2% +4,200 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,348 $1.2M 0.38% +4,321 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 8,348 $1.2M 0.61% +4,219 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 8,335 $1.2M 0.68% +4,191 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,330 $1.2M 0.36% +4,167 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,328 $1.2M 0.03% +4,292 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 8,322 $1.2M 0.58% +4,161 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 8,278 $1.19M 0.96% 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 8,258 $1.19M 0.91% +4,039 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 8,236 $1.19M 1.66% 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 8,231 $1.19M 0.28% +4,532 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,222 $1.18M 0.19% new 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 8,220 $1.18M 0.08% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,218 $1.18M <0.01% +3,811 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,191 $1.18M 0.02% +3,033 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,187 $1.18M 0.26% +4,044 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 8,154 $1.17M 1.22% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 8,132 $1.17M 0.47% +3,891 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,128 $1.17M 0.22% +4,746 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 8,098 $1.17M 0.42% +3,327 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,075 $1.16M 0.04% +4,799 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,026 $1.16M 0.62% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,996 $1.15M 0.03% +3,880 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,989 $1.15M 0.27% +3,994 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 7,982 $1.15M 0.91% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,980 $1.15M 0.2% +3,954 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,976 $1.15M 0.15% +3,898 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,968 $1.15M 0.01% +4,167 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 7,945 $1.14M 0.17% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,940 $1.14M 0.01% +3,970 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,921 $1.14M 0.28% +3,907 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 7,901 $1.14M 0.84% +3,530 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 7,900 $1.14M 0.29% +3,950 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 7,897 $1.14M 0.25% +3,949 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,890 $1.14M 0.63% +4,675 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 7,883 $1.13M 0.33% +4,026 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 7,882 $1.13M 0.2% +4,314 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,857 $1.13M 0.4% +3,591 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 7,855 $1.13M 0.46% +3,928 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,774 $1.13M 0.01% +3,887 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 7,850 $1.13M 0.63% +3,925 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,830 $1.13M 0.5% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 7,813 $1.12M 0.5% +3,907 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,810 $1.12M 0.41% +3,905 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 7,778 $1.12M 0.16% +3,889 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,761 $1.12M <0.01% +2,375 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,760 $1.12M 0.39% +3,795 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,728 $1.11M 0.01% +3,864 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,701 $1.11M 0.07% +3,802 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,665 $1.1M 0.13% +3,837 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,573 $1.1M 0.51% +1,754 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,618 $1.1M 0.1% +3,802 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,605 $1.09M 0.45% +3,654 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,590 $1.09M 0.24% +3,795 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,554 $1.09M 0.08% +3,712 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 7,545 $1.09M 0.26% +3,773 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,542 $1.09M 0.14% +3,771 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 7,538 $1.09M 0.2% +3,731 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 7,532 $1.08M 0.32% +3,546 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,504 $1.08M 0.27% +3,733 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,651 $1.08M 0.02% +3,816 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,487 $1.08M 0.07% +3,494 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 7,475 $1.08M 0.41% +3,738 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,427 $1.07M 0.16% +6,676 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,406 $1.07M 0.11% +5,554 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,384 $1.06M 0.28% +3,359 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,383 $1.06M 0.15% +3,734 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 7,333 $1.06M 0.77% +3,573 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,330 $1.06M 0.09% +3,665 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,324 $1.05M 0.34% +3,542 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,320 $1.05M 0.3% +3,632 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 7,316 $1.05M 0.94% +3,658 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 7,298 $1.05M 0.05% +3,749 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,297 $1.05M 0.78% +2,560 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,285 $1.05M 0.93% +3,522 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,284 $1.05M 0.17% +3,853 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,284 $1.05M 0.58% +3,547 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,280 $1.05M 0.64% +3,640 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 7,271 $1.05M 0.33% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 7,205 $1.04M 0.39% +3,602 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,192 $1.04M 0.26% +4,501 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,182 $1.03M 0.08% +3,349 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,181 $1.03M 0.2% +3,568 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,176 $1.03M 0.07% +3,588 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 7,075 $1.02M 0.91% 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,062 $1.02M 0.28% new 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 7,036 $1.01M 0.68% +3,446 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 7,031 $1.01M 0.34% +3,751 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,003 $1.01M 0.12% +4,181 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,000 $1.01M 0.24% +3,500 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 7,000 $1.01M 0.08% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,990 $1.01M 0.36% +3,375 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,986 $1.01M 0.1% +3,497 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,963 $1M 0.1% +3,359 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,963 $1M 0.55% +3,436 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 6,960 $1M 0.48% +3,363 13F-HR Timeline Group Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 14,168 $1M 0.58% +1,806 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 6,943 $1000K 0.32% +5,394 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 6,940 $999K 0.56% +3,470 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,932 $998K 0.29% +3,666 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,935 $998K 0.3% +4,382 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 6,901 $993K 0.63% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,885 $991K 0.03% +3,348 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 6,857 $987K 0.33% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 6,844 $985K 1.05% +3,251 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,838 $984K 0.28% +3,407 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 6,831 $983K 0.9% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,794 $978K 0.05% +3,389 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 6,794 $978K 0.39% +3,399 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 6,791 $978K 0.73% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,785 $977K 0.34% +3,392 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,770 $975K 0.12% +3,345 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,758 $973K 0.16% +3,485 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,754 $972K 0.02% +3,377 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,753 $972K 0.14% +3,377 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 6,738 $970K 0.55% +3,369 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,738 $970K +4,034 Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,720 $967K 0.74% +3,360 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,719 $967K 0.19% +3,734 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,717 $967K 0.41% +3,363 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,704 $965K 0.08% +3,352 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,678 $961K 0.3% +3,339 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,678 $961K 0.72% +3,287 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,660 $959K 0.12% +3,765 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,660 $959K 0.08% +3,330 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 6,655 $958K 0.18% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,640 $956K 0.3% +3,519 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6,624 $954K 0.84% 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,616 $952K 0.68% +2,899 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,609 $951K 0.39% +3,582 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,595 $949K 0.49% +3,417 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,512 $943K 0.25% +3,505 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,448 $939K 0.04% +5,790 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,516 $938K 0.01% +3,255 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 6,504 $936K 0.21% new 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,484 $934K 0.05% +3,120 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,471 $932K 0.26% +3,265 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,461 $930K 0.26% -7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,414 $923K 0.29% +3,233 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,408 $923K 0.04% +3,304 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 6,400 $921K 0.86% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,399 $921K 0.06% +3,499 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 6,386 $919K 0.52% +2,859 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,374 $918K 0.09% +3,187 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,132 $915K 0.02% +3,442 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,345 $913K 0.01% +3,687 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,337 $912K 0.06% +2,844 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,325 $911K 0.14% +2,613 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 6,309 $908K 0.2% +3,051 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,302 $907K 0.01% +2,775 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,302 $907K 0.01% +2,862 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 6,280 $904K 0.01% +3,140 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,270 $903K 0.26% -3,711 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,174 $898K 0.14% +3,027 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) 6,236 $898K 0.02% -32,615 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 6,229 $897K 0.15% +3,041 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,200 $893K 0.47% +3,100 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,185 $890K 0.09% +2,835 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 6,181 $890K 0.44% +2,894 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,180 $890K 0.56% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 6,150 $885K 0.19% +3,075 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,098 $878K 0.15% +2,994 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,064 $873K 0.13% +3,032 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,053 $871K 0.28% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,038 $869K 0.16% +2,872 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,034 $869K 0.14% +3,214 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 6,020 $867K 0.57% +3,074 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,018 $866K 0.28% +3,261 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,012 $865K 0.13% +2,904 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 6,000 $864K 0.11% +3,000 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,992 $863K 0.12% +2,996 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,985 $862K 0.07% +2,840 13F-HR/A Timeline Claro Advisors Inc. 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