Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 11,272 $3.26M 2.04% +234 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 11,266 $3.26M 1.03% +432 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 11,265 $3.26M 2.43% +466 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 11,256 $3.26M 1.93% -8 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,245 $3.25M 0.54% +1,419 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 10,522 $3.25M 1.04% +19 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 10,527 $3.25M 1.75% 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 11,210 $3.24M 2.13% -184 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,199 $3.24M 0.73% -222 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 11,197 $3.24M 2.07% -1,797 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 11,188 $3.24M 0.91% -4,576 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 11,188 $3.24M 0.37% -2,082 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 11,181 $3.24M 1.79% +10 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 11,175 $3.23M 1.63% -444 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 11,163 $3.23M 2.03% -13,915 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 11,150 $3.23M 1.24% +122 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 11,134 $3.22M 1.77% -404 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 11,130 $3.22M 0.69% +224 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 11,117 $3.22M 1.97% -6,524 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 11,115 $3.22M 1.59% -287 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 11,113 $3.22M 2.26% +43 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 11,109 $3.21M 4.53% -12 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 11,090 $3.21M 1.47% +3,455 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 11,087 $3.21M 0.76% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,054 $3.2M 0.25% -225 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11,051 $3.2M 0.61% -366 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 11,030 $3.19M 0.99% +132 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 11,015 $3.19M 2.11% -140 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 11,015 $3.19M 0.85% -123 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 11,011 $3.19M 1.17% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 11,003 $3.18M 2.2% +99 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 10,977 $3.18M 1.54% -145 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 10,974 $3.18M 0.98% +70 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 10,970 $3.17M 0.6% +23 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 10,968 $3.17M 1% -12,521 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 10,967 $3.17M 0.35% -2,310 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 10,920 $3.16M 4.56% new 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 10,907 $3.16M 1.11% -747 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 10,906 $3.16M 0.8% -234 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 10,900 $3.15M 2.78% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 10,869 $3.15M 1.88% +77 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 10,868 $3.14M 1.35% -1,258 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 10,866 $3.14M 1.74% +1,424 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 10,847 $3.14M 0.73% 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,846 $3.14M 0.89% +4,690 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,842 $3.14M 0.8% -1,000 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 9,936 $3.13M 2.29% -59 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 9,396 $3.13M 1.3% -3,245 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 10,822 $3.13M 1.84% +1 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 10,812 $3.13M 1.46% -1,055 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 10,809 $3.13M 3.25% -2,608 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 10,807 $3.13M 1.23% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,795 $3.12M 0.31% -100 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 10,793 $3.12M 1% +114 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 10,790 $3.12M 2.27% +4,505 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 10,787 $3.12M 2.15% -2,174 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 10,596 $3.12M 1.05% -574 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 10,769 $3.12M 0.88% +1,700 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 10,758 $3.11M 2.79% -49 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 10,750 $3.11M 2.02% +1,624 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 10,748 $3.11M 1.74% -429 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 10,729 $3.1M 1.08% -3,280 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 10,726 $3.1M 0.72% -24,781 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 10,720 $3.1M 0.95% -380 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,717 $3.1M 1.88% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 10,701 $3.1M 1.76% +343 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 10,693 $3.09M 1.83% -6,320 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 10,692 $3.09M 3.18% +10 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 10,687 $3.09M 1.23% +2,544 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 10,680 $3.09M 0.74% -335 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 10,677 $3.09M 1.65% +67 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 10,656 $3.08M 0.18% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 10,654 $3.08M 1.98% +1,810 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,648 $3.08M 1.25% +449 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 10,647 $3.08M 1.93% 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 10,645 $3.08M 0.92% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 10,639 $3.08M 0.7% -188 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,634 $3.08M 0.66% +318 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 10,632 $3.08M 2.49% +206 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 10,621 $3.07M 0.86% -73 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 10,611 $3.07M 2.75% +126 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 10,603 $3.07M 0.32% +4,800 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 10,885 $3.07M 2.35% -183 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 10,592 $3.06M 0.81% -366 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 9,802 $3.06M 2.1% +339 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 10,591 $3.06M 3.49% +6,782 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 10,573 $3.06M 2.11% +1,303 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 10,570 $3.06M 1.3% +15 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 10,568 $3.06M 0.69% 0 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 10,559 $3.06M 1.62% +1,533 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,552 $3.05M 1.37% -139 13F-HR/A Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 10,551 $3.05M 2.45% +989 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,550 $3.05M 1.4% +7 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,544 $3.05M 0.68% +171 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 10,539 $3.05M 0.75% +9,901 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 10,538 $3.05M 1.9% -1,025 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 10,528 $3.05M 1.75% -810 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,525 $3.05M 0.94% -271 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 10,524 $3.05M 0.75% -655 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,516 $3.04M 0.94% -51 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 10,511 $3.04M 0.93% +95 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 10,501 $3.04M 1.19% +239 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,498 $3.04M 0.3% +1,522 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 10,498 $3.04M 2.34% +3,008 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 10,487 $3.03M 1.32% +3,079 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 10,482 $3.03M 1.77% -380 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 10,479 $3.03M 2.42% +5,387 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 10,477 $3.03M 0.78% +81 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 10,472 $3.03M 0.95% -228 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,462 $3.03M 0.75% +2,693 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,454 $3.03M 0.84% -177 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10,453 $3.02M 0.52% +330 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 10,452 $3.02M 0.76% +249 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 10,441 $3.02M 0.6% +1 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 10,433 $3.02M 0.66% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,431 $3.02M 0.94% -674 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 10,430 $3.02M 0.8% +631 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 10,420 $3.02M 0.75% -768 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 10,416 $3.01M 1% +1,412 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,415 $3.01M 1.28% +157 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,393 $3.01M 1.6% +588 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 10,391 $3.01M 2.2% -238 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 10,374 $3M 0.29% -4,018 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 10,366 $3M 0.41% +4,394 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,365 $3M 0.34% -98 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 10,340 $2.99M 0.06% +2,525 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 10,336 $2.99M 0.74% -203 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 10,336 $2.99M 2.54% -200 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 10,318 $2.99M 1.36% +478 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 9,671 $2.98M 1.54% +923 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,303 $2.98M 1.12% -46 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,294 $2.98M 0.73% -794 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 10,293 $2.98M 0.4% +532 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 10,289 $2.98M 2.29% new 13F-HR/A Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 10,286 $2.98M 0.5% +278 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,563 $2.97M 2.33% -87 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 10,274 $2.97M 2.58% -637 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 10,241 $2.96M 0.94% -614 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,231 $2.96M 0.89% -75 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 10,217 $2.96M 1.05% +70 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 10,211 $2.95M 0.48% +4,459 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 10,204 $2.95M 1.2% +2,089 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 10,181 $2.95M 0.46% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,167 $2.94M 1.65% -2,166 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 10,144 $2.94M 2.08% 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 8,811 $2.93M 0.57% -8 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 10,140 $2.93M 2.84% 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 10,129 $2.93M 0.29% +216 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 10,116 $2.93M 1.23% 0 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 10,116 $2.93M 1.28% -666 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,101 $2.92M 2.08% -1,602 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,082 $2.92M 0.75% -5,858 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 10,082 $2.92M 1.7% +4,862 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 10,076 $2.92M 1.14% -350 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 10,069 $2.91M 1.19% +687 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,053 $2.91M 1.14% -347 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 10,058 $2.91M 1.93% +165 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 10,056 $2.91M 1.05% -927 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 10,047 $2.91M 0.35% -1,847 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 10,041 $2.91M 1.41% -144 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,024 $2.9M 1.59% -430 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 10,007 $2.9M 0.75% +639 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 10,000 $2.89M 0.37% -28,000 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 10,000 $2.89M 2.67% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 8,670 $2.89M 1.14% +647 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,990 $2.89M 0.74% -273 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 9,953 $2.88M 0.96% +2 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 9,951 $2.88M 0.81% +1,370 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 9,941 $2.88M 0.68% +21 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 9,919 $2.87M 2.8% 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 9,917 $2.87M 2.05% -85 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,909 $2.87M 0.36% 0 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 9,901 $2.86M 2.21% -20 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 9,889 $2.86M 2.09% -569 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 9,873 $2.86M 2.65% +143 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 9,870 $2.86M 0.79% new 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 11,244 $2.85M 1.89% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,848 $2.85M 0.92% -140 13F-HR/A Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 9,143 $2.85M 1.21% -11 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 9,830 $2.84M 1.89% -2,554 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 9,829 $2.84M 1.25% +214 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 9,816 $2.84M 2.27% +2,557 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 9,817 $2.84M 1.82% -245 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 9,814 $2.84M 1.66% +572 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,807 $2.84M 0.89% +43 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 9,798 $2.84M 1.42% +564 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,793 $2.83M 1.37% -24 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 9,779 $2.83M 1.99% +7 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 9,776 $2.83M 1.32% +1,497 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 9,768 $2.83M 1.16% -10 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 9,757 $2.82M 1.55% -4 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,753 $2.82M 0.93% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 9,743 $2.82M 0.92% -1,731 13F-HR Timeline SPROTT INC. 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