Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,772 $363K 0.11% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,764 $362K 0.06% +615 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,762 $362K 0.13% +455 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,751 $361K 0.12% -462 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,742 $359K 0.01% +240 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,742 $359K 0.01% -1,113 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,741 $359K 0.13% +119 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,721 $359K 0.02% -24,156 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,734 $358K 0.01% -10 13F-HR/A Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 2,727 $357K 0.27% +399 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,727 $357K 0.03% +792 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,721 $357K 0.07% +54 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,720 $357K 0.2% +12 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,716 $356K 0.06% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,695 $353K 0.05% +7 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,693 $353K 0.08% -107 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,686 $352K 0.12% -9,067 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,681 $351K 0.14% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,666 $349K 0.2% -184 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,660 $349K 0.05% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,658 $348K 0.23% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,656 $348K 0.35% -1 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,650 $347K 0.16% -450 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,646 $347K 0.13% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,645 $347K 0.12% +9 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 2,643 $346K 0.08% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,642 $346K 0.08% -470 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,639 $346K 0.05% -8 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,634 $345K 0.03% -115 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,633 $345K 0.08% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,624 $345K 0.02% +895 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,630 $345K 0.01% -52 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,628 $345K 0.02% +100 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,626 $344K 0.02% -458 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,625 $344K 0.01% new 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,621 $344K 0.09% -107 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,617 $343K 0.38% -5 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,614 $343K 0.04% -8 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,595 $340K 0.14% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,584 $339K 0.03% -5,965 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,580 $338K 0.02% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,569 $337K 0.01% +244 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,560 $336K 0.02% -116 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,551 $334K 0.01% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,551 $334K 0.23% -71 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,535 $332K 0.01% -75 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,530 $332K 0.14% +192 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,530 $332K 0 Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,514 $332K 0.02% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,528 $331K 0.08% +18 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,525 $331K 0.09% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,521 $330K 0.02% +370 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,520 $330K 0.07% -116 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,515 $330K 0.14% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,513 $329K 0.02% -576 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,479 $329K 0.03% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,503 $328K 0.02% +252 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,500 $328K 0.03% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,501 $328K 0.02% -75 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,500 $328K 0.03% -687 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,489 $326K 0.01% -487 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,488 $326K 0.13% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,481 $325K 0.16% -116 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,472 $324K 0.12% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,467 $323K 0.05% +15 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,467 $323K 0.01% 0 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,470 $321K 0.04% +368 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,447 $321K 0.17% -16 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,436 $319K 0.01% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,433 $319K 0.03% -16 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,431 $319K 0.15% +17 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,430 $319K 0.27% -399 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,383 $319K 0.04% +76 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,428 $318K 0.02% -381 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,000 $318K 0.17% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,395 $314K 0.11% -64 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,384 $312K <0.01% +133 13F-HR/A Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,375 $311K 0.05% -1,353 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,368 $310K 0.02% -120 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,363 $310K 0.07% -124 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,360 $309K 0.04% +249 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,355 $309K 0.08% +10 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,348 $308K 0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,348 $308K 0.03% +2 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,346 $308K 0.03% +234 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,345 $307K 0.02% +1,514 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,338 $306K 0.02% +85 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,336 $306K 0.09% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,326 $305K 0.03% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,324 $305K 0.08% -37 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,322 $304K <0.01% +6 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,317 $304K 0.12% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,313 $303K 0.09% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,312 $303K 0.12% -56 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,305 $302K 0.21% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,300 $301K 0.03% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,298 $301K 0.05% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,291 $300K 0.09% +38 13F-HR/A Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,289 $300K 0.12% +10 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,287 $300K 0.08% -51 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,278 $299K 0.03% +244 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,277 $298K 0.03% +33 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,264 $297K 0.04% -107 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,564 $296K 0.01% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2,250 $295K 0.1% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,250 $295K 0.04% 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,249 $295K 0.03% -100 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,247 $295K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,241 $294K 0.03% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,234 $293K 0.05% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,226 $292K 0.14% -1,000 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,227 $291K 0.09% +88 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,219 $291K 0.07% +450 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,216 $290K 0.14% -25,219 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,207 $289K 0.05% +104 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,207 $289K 0.01% -33 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,206 $289K 0.27% +7 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,148 $289K 0.03% +1 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,201 $289K 0.04% +441 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,200 $288K 0.04% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,200 $288K 0.13% +82 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 2,193 $287K 0.02% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,186 $287K 0.03% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,185 $286K 0.16% +4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,183 $286K 0.1% -826 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,183 $286K 0.03% +249 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,182 $286K 0.01% +128 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,177 $285K 0.04% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,170 $284K 0.07% -31 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,165 $284K 0.03% -173 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,158 $283K 0.14% +53 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,157 $283K 0.18% -52 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,155 $282K 0.19% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,148 $282K 0.01% -81 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,065 $281K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,147 $281K 0.18% -47 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,050 $281K 0.02% -28 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,149 $281K 0.02% +270 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,139 $280K 0.1% 0 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,138 $280K 0.03% +94 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,126 $279K 0.03% +233 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,126 $279K 0.13% -38 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,123 $278K 0.06% -342 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,120 $278K 0.02% +247 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 2,116 $277K 0.19% 0 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 2,116 $277K 0.23% -137 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 2,113 $277K 0.25% +2 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,110 $277K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,109 $276K 0.06% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,100 $275K <0.01% +311 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,098 $275K 0.01% +37 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,090 $274K 0.05% -18,188 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,089 $274K 0.01% +292 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,083 $273K 0.02% -769 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,083 $273K 0.1% +118 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,079 $272K <0.01% -290 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,069 $271K 0.04% -1 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,068 $271K 0.08% +4 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,067 $271K 0.07% -27 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,043 $271K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,063 $270K 0.03% +69 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,062 $270K 0.12% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,060 $270K 0.01% -140 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,060 $270K 0.14% new 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,057 $270K 0.16% +2 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,050 $269K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,049 $269K 0.09% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,047 $268K 0.14% +26 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,045 $268K 0.06% -732 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,045 $268K 0.03% +145 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,043 $268K 0.02% -126 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,042 $268K 0.13% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,039 $267K 0.15% -710 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,039 $267K 0.25% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,038 $267K 0.01% +9 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,037 $267K 0.02% +192 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,949 $267K 0.16% +1,689 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 1,961 $266K 0.15% 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,024 $265K 0.16% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,021 $265K 0.01% +123 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,016 $264K 0.04% -2,894 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,007 $263K 0.02% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,946 $263K 0.06% +298 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,004 $263K 0.01% +9 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,003 $263K 0.12% new 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,000 $262K 0.03% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,000 $262K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $262K 0.07% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,000 $262K 0.06% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,997 $262K <0.01% -106,127 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,994 $261K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,989 $261K 0.01% +6 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,986 $260K 0.02% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,980 $260K 0.01% +148 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,980 $260K 0.06% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,979 $259K 0.12% +53 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,977 $259K 0.13% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,967 $258K 0.03% -25 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,962 $257K 0.05% -1,324 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,951 $256K 0.03% +4 13F-HR Timeline