Dentgroup LLC More: the full row for Dentgroup LLC 3,987 $443K 0.33% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,984 $443K 0.01% +259 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,975 $442K 0.03% -1,309 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,973 $442K 0.53% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,969 $441K 0.03% -205 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,963 $441K 0.04% +19 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,955 $440K 0.01% -2,360 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,002 $439K 0.04% +247 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,946 $439K 0.17% +7 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,154 $439K 0.09% -180 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,907 $434K 0.02% +36 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,900 $434K 0.04% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,865 $430K 0.09% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,854 $429K 0.01% -5 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,829 $426K 0.23% +671 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,820 $425K 0.21% +253 13F-HR Timeline TRUST POINT INC. 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More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,235 $360K <0.01% 0 13F-HR Timeline American Trust More: the full row for American Trust 3,224 $358K 0.09% -420 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,222 $358K 0.04% -400 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,209 $357K 0.2% -39 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,207 $357K 0.11% -206 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 3,200 $356K 0.04% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,200 $356K 0.06% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,275 $355K 0.12% -24 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Kovack Advisors, Inc. 3,172 $353K 0.04% -361 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,144 $350K 0.02% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,141 $349K 0.05% -490 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,133 $348K 0.21% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,103 $345K 0.02% +103 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,103 $345K 0.06% +60 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,102 $345K 0.05% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,073 $342K 0.04% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 3,052 $339K 0.14% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,050 $339K 0.04% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,025 $336K 0.11% -45 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,000 $334K <0.01% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,000 $334K 0.01% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,000 $334K 0.33% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,974 $331K 0.03% -1,211 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,970 $330K 0.13% -143 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,958 $329K <0.01% +452 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,955 $329K 0.25% -115 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,949 $328K 0.06% +101 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,948 $328K 0.17% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,942 $327K 0.02% +115 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,934 $326K 0.14% -57 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,927 $325K 0.03% +43 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,916 $324K 0.02% -366 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,915 $324K 0.04% new 13F-HR/A Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,905 $323K 0.08% +103 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,904 $323K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,902 $323K 0.02% +9 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,860 $318K 0.11% -55 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 2,850 $317K 0.24% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,840 $316K 0.27% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,835 $315K 0.12% +389 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,834 $315K 0.13% -421 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,834 $315K 0.11% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,830 $315K 0.01% +215 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,826 $314K 0.03% +324 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 2,818 $313K 0.17% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,810 $312K 0.05% +1 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,790 $310K 0.03% +19 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,786 $310K 0.02% -536 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,850 $310K 0.14% +2 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,776 $309K 0.04% -1,333 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,758 $307K 0.16% -115 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,757 $307K 0.05% +46 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,756 $306K 0.07% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,755 $306K 0.02% +377 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,749 $306K 0.31% -175 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,741 $305K 0.06% -919 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,732 $304K 0.01% -256 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,726 $303K 0.19% -442 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,716 $302K 0.3% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,708 $301K 0.27% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,700 $300K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,699 $300K 0.01% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,682 $298K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,679 $298K 0.08% +2,525 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,672 $297K 0.03% -652 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,670 $297K 0.18% +5 13F-HR Timeline Group MEANS INVESTMENT CO., INC. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 2,636 $293K 0.04% +26 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,631 $293K 0.04% -115 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,630 $292K 0.06% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,627 $292K 0.01% -112 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,627 $292K 0.05% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,627 $292K 0.06% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,625 $292K 0.03% +159 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,611 $290K 0.08% 0 13F-HR Timeline Family Legacy, Inc. 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More: the full row for Kaydan Wealth Management, Inc. 2,606 $290K 0.09% +1 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,600 $289K 0.14% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,586 $288K 0.17% +12 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,579 $287K 0.1% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,577 $286K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,570 $286K 0.07% -71 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,558 $284K 0.08% -287 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,556 $284K 0.03% -267 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,539 $282K 0.01% -581 13F-HR/A Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,539 $282K 0.03% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,538 $282K 0.17% -179 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,536 $282K 0.03% +430 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,523 $281K 0.06% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,520 $280K <0.01% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 2,520 $280K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,505 $279K 0.01% -180 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,504 $278K 0.14% -4 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,503 $278K 0.05% +147 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,502 $278K 0.25% 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,502 $278K 0.01% +321 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,501 $278K 0.02% -432 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,500 $278K 0.02% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,490 $277K 0.15% -265 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,457 $277K 0.07% -115 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,486 $276K <0.01% -1,155 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,476 $275K <0.01% -255 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,475 $275K 0.03% +37 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,473 $275K 0.07% +1 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,471 $275K 0.23% +327 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,462 $274K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,442 $272K <0.01% -275 13F-HR Timeline