Accel Wealth Management More: the full row for Accel Wealth Management 5,298 $1.08M 0.28% -6 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,296 $1.08M 0.07% +158 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,200 $1.07M 0.61% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,251 $1.07M 0.6% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,243 $1.07M 0.27% -35 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,243 $1.07M 0.36% +1,590 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,221 $1.06M 0.33% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,220 $1.06M 0.02% +3,255 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,209 $1.06M 0.23% -965 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,193 $1.06M 0.1% +2,202 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,191 $1.06M 0.05% -340 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,188 $1.06M 0.3% +34 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,185 $1.05M 0.72% +500 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,177 $1.05M 0.43% +141 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,173 $1.05M 0.01% -506 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,160 $1.05M 0.13% +226 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,149 $1.05M 0.24% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,145 $1.05M 0.17% +105 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,130 $1.04M 0.02% +3,056 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,125 $1.04M 0.27% +103 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,125 $1.04M 0.16% +154 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,123 $1.04M 0.72% -2,346 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,122 $1.04M 0.09% +1,433 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,122 $1.04M 0.33% +756 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 5,103 $1.04M 0.61% new 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,072 $1.03M 0.7% +48 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,068 $1.03M 0.76% -41 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 5,058 $1.03M 0.18% +103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,054 $1.03M 1.03% -382 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,045 $1.03M 0.44% -66 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,023 $1.02M 0.57% -3 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 5,020 $1.02M <0.01% -245,435 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 5,009 $1.02M 0.36% -18 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,006 $1.02M 0.06% +6 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,000 $1.02M 0.95% new 13F-HR Timeline Soviero Asset Management, LP More: the full row for Soviero Asset Management, LP 5,000 $1.02M 0.57% new 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 5,000 $1.02M 1.09% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,998 $1.02M 0.07% +1,768 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,980 $1.01M 0.18% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,969 $1.01M 0.69% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,959 $1.01M 0.04% -20 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,955 $1.01M 0.32% +3,029 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,940 $1M 0.07% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,917 $1M 0.09% -3,830 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,912 $999K 0.32% -273 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,910 $999K 0.26% -543 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 4,900 $997K 0.24% new 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,895 $996K 0.12% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,893 $995K 0.02% -19 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,889 $995K 0.33% -410 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,883 $993K 0.16% +74 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,877 $992K 0.2% -11 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,872 $990K 0.19% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,863 $989K 0.15% +1,509 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,811 $989K 0.18% -934 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,857 $988K 0.73% +369 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,851 $987K 0.21% +654 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,846 $986K 0.53% -1,280 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,854 $985K 0.01% +2,005 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 4,838 $984K 0.83% +2,406 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,835 $983K 0.29% +84 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,831 $983K 0.25% +1,055 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,148 $982K 0.07% -23 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,790 $974K 0.07% -1,621 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,785 $973K 0.03% -697 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,773 $971K 0.44% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,767 $970K 0.1% -479 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,763 $969K 0.02% +1,156 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,743 $965K 0.94% +157 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,733 $963K 0.05% -18,766 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,728 $962K 0.03% +1,844 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,719 $960K 0.1% +397 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,713 $959K 0.02% +9 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 4,696 $955K 0.57% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,677 $951K 0.13% +901 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,677 $951K 0.35% -254 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,650 $946K 0.26% +94 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,646 $945K 0.67% -981 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,638 $944K 0.06% +1,182 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,635 $943K 0.32% +462 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,632 $942K 0.18% +1,021 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,629 $942K 0.18% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,627 $941K 0.18% -2,511 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,626 $941K 0.03% +93 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,392 $941K 0.05% -45 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,623 $940K 0.14% +207 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,620 $940K 0.53% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,476 $940K 0.61% -232 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,617 $939K 0.08% +47 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 4,467 $939K 0.06% -583 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,612 $938K 0.23% +3,340 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,598 $935K 0.24% -202 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,588 $933K 0.12% +516 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,588 $933K 0.08% -707 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,584 $933K 0.7% -635 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,580 $932K 0.22% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,576 $931K 0.03% -2 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,576 $931K 0.25% +1,219 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,572 $930K 0.69% +281 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,570 $930K 0.09% +897 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,559 $927K 0.43% +72 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,549 $925K 0.2% -399 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,540 $924K 0.02% +1,032 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,540 $924K 0.13% +1,040 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,530 $922K 0.29% +1,263 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,529 $921K 0.24% -105 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,526 $921K 0.08% +197 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,524 $920K 0.3% -98 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,516 $919K 0.21% +27 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 4,510 $917K 0.73% +510 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,504 $916K 0.15% -58 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 4,502 $916K 0.25% +2,947 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,498 $915K 0.32% -1 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,492 $914K 0.47% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,462 $908K 0.35% -30,007 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,459 $907K 0.21% +739 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,456 $906K 0.28% +1,561 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,451 $905K 0.12% +1,186 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,425 $900K 0.02% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,414 $898K 0.26% -13 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,400 $895K 0.37% +600 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,393 $894K <0.01% -852 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,380 $891K 0.17% +9 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,374 $890K 0.66% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 4,372 $889K 0.75% +947 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,372 $889K 0.03% -142 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 4,359 $887K 0.7% +170 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,347 $884K 0.07% +189 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,014 $884K 0.16% +14 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,321 $879K 0.06% -31,183 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,317 $878K 0.63% +690 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,310 $877K 0.88% +698 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,297 $874K 0.12% +331 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,941 $873K 0.47% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,281 $871K 0.31% -456 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,684 $869K 0.1% +16 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,260 $867K 0.17% -140 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,257 $866K 0.56% -314 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,254 $865K 0.21% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,253 $865K 0.29% -2,278 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,251 $865K 0.63% +1,571 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,250 $865K 0.32% +110 13F-HR/A Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 4,244 $863K 0.66% -1,381 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,244 $863K 0.14% -120 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,232 $861K 0.05% +313 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,229 $860K 0.84% -75 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,227 $860K 0.12% -14 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,213 $857K 0.09% +641 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,211 $857K 0.49% -107 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 4,200 $854K 0.07% -4,000 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,195 $853K 0.3% +235 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,858 $849K 0.02% +2,358 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 4,170 $848K 0.38% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,160 $846K 0.14% +1,433 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,020 $845K 0.63% -1,250 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,149 $844K 0.05% -2,491 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,138 $842K 0.1% +738 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,106 $835K 0.14% -191 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,106 $835K 0.09% +146 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,101 $834K 0.1% +24 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,091 $832K 0.14% -170 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,073 $829K 0.19% +1,156 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,068 $828K 0.33% 0 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 4,066 $827K 1.33% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,064 $827K 0.16% +316 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,061 $826K 0.13% +2,648 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,563 $826K 0.23% -43 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,058 $825K 0.1% +1,165 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,051 $824K 0.2% +314 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,051 $824K 0.15% +1,420 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,049 $824K 0.3% +1,551 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,044 $823K 0.01% +112 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,044 $823K 0.38% +105 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,031 $820K 0.18% -237 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,173 $818K 0.27% +17 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,981 $817K 0.23% +194 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,012 $816K 0.01% -1,194 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,002 $814K 0.05% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,000 $814K 0.12% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,000 $814K 0.12% new 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 4,000 $814K 0.99% +1,000 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,000 $814K 0.18% 0 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,000 $814K 0.57% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,987 $811K 0.43% -331 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,975 $809K 0.51% +75 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,974 $808K 0.15% -89 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,971 $808K 0.03% +400 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,970 $808K 0.03% +598 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,969 $807K 0.08% +136 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,963 $806K 0.32% -36 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,958 $805K 0.12% -1,320 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,953 $804K 0.31% +1,492 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,950 $804K 0.55% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,943 $802K 0.04% -536 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,940 $802K 0.04% +143 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,929 $799K 0.63% +195 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,927 $799K 0.35% +59 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,906 $795K 0.03% 0 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,900 $793K 0.15% -1,828 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,885 $790K 0.08% +48 13F-HR Timeline