FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,058 $591K 0.22% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,014 $585K <0.01% -14 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,014 $585K 0.07% +165 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,065 $585K 0.01% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,000 $583K 0.11% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,000 $583K 0.02% -45 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,980 $580K 0.1% +59 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 3,946 $575K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,944 $575K 0.02% +309 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,939 $574K 0.2% -16 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,937 $574K 0.07% -102 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,926 $572K 0.01% -2,260 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,913 $570K 0.06% +412 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,900 $568K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,884 $566K 0.13% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,873 $564K 0.36% +3,768 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,871 $564K 0.42% +1,609 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 3,861 $563K 0.12% +80 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,859 $562K 0.09% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,851 $561K 0.01% +2,017 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,841 $560K 0.08% +556 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,820 $557K 0.05% +70 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,820 $557K 0.26% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,877 $556K 0.01% +11 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,425 $555K 0.09% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,794 $553K 0.03% +383 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,777 $550K 0.02% -8 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,776 $550K 0.01% +471 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,767 $549K 0.35% +22 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,696 $539K 0.29% +326 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 3,686 $537K 0.31% +86 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,677 $536K 0.09% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,675 $535K 0.26% -415 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,672 $535K 0.15% -421 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,671 $535K 0.03% -212 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,671 $535K 0.44% +121 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,657 $533K 0.22% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,370 $531K 0.05% -112 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,640 $530K 0.25% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,600 $525K 0.01% +98 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,598 $524K 0.17% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,583 $522K 0.07% -19,417 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,564 $519K 0.03% -906 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,555 $518K 0.33% -200 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,535 $515K 0.25% +135 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,520 $513K 0.47% -341 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,501 $510K 0.03% +9 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,495 $509K 0.07% +699 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,493 $509K 0.01% -9,394 13F-HR/A Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,476 $506K 0.04% +341 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,459 $504K 0.11% +136 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,457 $504K 0.04% +146 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,453 $503K 0.02% +613 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,449 $503K <0.01% +454 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,449 $503K 0.01% +35 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,439 $501K 0.07% -115 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,433 $500K 0.08% -48 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,408 $497K 0.29% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,402 $496K 0.19% +3,037 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,399 $495K 0.42% -458 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,379 $492K 0.21% -151 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,370 $491K 0.05% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,357 $489K 0.02% +1,608 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 3,354 $489K 0.16% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,343 $485K 0.03% -455 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,324 $484K 0.24% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,296 $480K 0.2% +34 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,290 $479K 0.05% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,287 $479K 0.18% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,286 $479K 0.02% +6 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,280 $478K 0.3% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,278 $478K +684 Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,273 $477K 0.12% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,272 $477K 0.22% +55 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,271 $477K <0.01% -1,006 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,271 $477K 0.02% +55 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,269 $476K 0.15% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,265 $476K 0.11% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,262 $475K 0.66% -522 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,260 $475K 0.03% +803 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,258 $475K 0.01% +48 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,251 $474K 0.16% -3,794 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,251 $474K <0.01% +3,159 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,242 $472K 0.01% -180 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,215 $468K 0.11% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,208 $467K 0.16% +135 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,200 $466K 0.05% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,200 $466K 0.15% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,200 $466K 0.26% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,195 $466K 0.14% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,188 $465K 0.06% -184 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,188 $465K 0.04% new 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,186 $464K 0.19% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,188 $464K 0.08% +57 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,862 $464K 0.2% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 108 $463K 0.07% new 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,178 $463K 0.14% -166 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,183 $463K 0.06% +1,734 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,175 $463K 0.14% +75 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,174 $462K 0.03% new 13F-HR Timeline Group Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,174 $462K 0.24% -500 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,172 $462K 0.21% +25 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,164 $461K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,012 $459K 0.34% +1,580 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,106 $453K 0.03% -1,298 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,105 $452K 0.24% +157 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,097 $451K 0.04% +512 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,094 $451K 0.22% -242 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,093 $451K 0.05% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,085 $450K 0.19% -58 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,076 $448K 0.02% -1,385 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,018 $440K 0.05% +249 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,942 $439K 0.15% +349 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,012 $438K 0.16% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,000 $437K 0.16% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,989 $436K 0.05% -1,897 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,960 $431K 0.03% -74 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,956 $431K <0.01% +784 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,968 $429K 0.07% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,938 $428K <0.01% +573 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,930 $427K 0.16% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,919 $425K 0.01% +295 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,915 $425K 0.06% -42 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,904 $423K 0.03% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,904 $423K 0.05% -28 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,899 $422K 0.03% -12 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,949 $422K 0.27% +350 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,891 $421K 0.05% +35 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,888 $421K 0.11% -1,372 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,886 $421K 0.05% -21 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,857 $416K 0.11% -602 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,848 $415K 0.05% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,844 $414K 0.21% -1,043 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,838 $414K 0.2% +170 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,825 $412K 0.05% new 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,820 $411K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,613 $411K 0.27% -657 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,817 $410K 0.04% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,816 $410K 0.05% -6,789 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,813 $410K 0.03% -98 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,810 $409K 0.02% +244 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,796 $407K 0.02% +570 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,791 $407K 0.13% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,787 $406K 0.26% +81 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,778 $405K 0.13% -170 13F-HR/A Timeline David J Yvars Group More: the full row for David J Yvars Group 2,750 $401K 0.21% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,750 $401K 0.01% new 13F-HR/A Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,747 $400K 0.14% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,681 $400K 0.14% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,919 $400K 0.06% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,732 $398K 0.03% +154 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,731 $398K 0.03% +77 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,725 $397K 0.06% -1,803 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,720 $396K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,719 $396K 0.06% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,707 $394K 0.12% -187 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,706 $394K 0.09% -346 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,702 $394K <0.01% -343 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,971 $393K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,690 $392K 0.07% +300 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,687 $392K 0.03% new 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,677 $390K 0.06% +563 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,676 $390K 0.13% -3 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,650 $386K 0.04% +125 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,690 $386K 0.09% -131 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,646 $386K 0.02% +248 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,636 $384K 0.14% +149 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,629 $383K 0.18% -3,117 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,629 $383K 0.04% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,628 $383K 0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,603 $379K 0.11% +86 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,602 $379K 0.01% +615 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,602 $379K 0.03% +170 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,596 $378K 0.15% -32 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,584 $376K 0.03% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,561 $373K 0.06% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,560 $373K 0.04% -636 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,550 $372K 0.27% new 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,550 $372K 0.25% -1,800 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,547 $371K 0.22% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,528 $368K 0.09% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,528 $368K 0.02% -9 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,524 $368K 0.07% -216 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,507 $365K 0.03% -544 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,504 $365K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,495 $364K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,490 $363K 0.14% -130 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,479 $361K 0.1% -95 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,479 $361K 0.24% -1,090 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,472 $360K 0.05% -116 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,468 $360K 0.14% new 13F-HR/A Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,462 $359K 0.06% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,451 $357K 0.05% -325 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,441 $356K 0.04% +627 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 2,431 $354K 0.03% +1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,428 $354K 0.01% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 2,421 $353K 0.62% -856 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,420 $353K 0.13% -57 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,420 $353K 0.52% +245 13F-HR/A Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,402 $350K 0.11% +6 13F-HR Timeline