Five Oceans Advisors More: the full row for Five Oceans Advisors 2,402 $408K 0.13% -31 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,402 $408K 0.04% +273 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,400 $408K 0.24% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,396 $407K 0.07% +19 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,391 $406K 0.12% +132 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,385 $405K 0.02% -23 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,379 $404K 0.69% -2,589 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,382 $403K 0.13% -757 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,369 $402K 0.01% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,365 $402K 0.15% +194 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,363 $401K 0.04% -928 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,358 $401K 0.04% +98 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,357 $400K 0.06% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,331 $396K 0.23% +20 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,331 $396K 0.11% +60 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,329 $396K 0.04% +52 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 2,329 $396K 0.14% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,319 $394K 0.07% +474 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,318 $394K 0.12% +83 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,305 $392K 0.08% +1,938 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,304 $391K 0.01% +1,160 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,300 $391K 0.08% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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Derek Lewis & Associates Inc. 2,288 $389K 0.07% +12 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,281 $387K 0.05% +119 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,279 $387K 0.01% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,278 $387K 0.21% +294 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,275 $386K 0.19% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,273 $386K 0.04% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,264 $385K 0.06% +21 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,864 $380K 0.02% +97 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,232 $379K 0.16% -9,777 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,201 $374K 0.03% +239 13F-HR/A Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,201 $374K 0.07% +170 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,193 $373K 0.05% +62 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,195 $373K 0.06% -4,269 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,193 $373K 0.12% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,185 $371K 0.08% +236 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,179 $370K 0.05% +60 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for LANARK FINANCIAL, INC. 2,146 $365K 0.02% -19,410 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,141 $364K 0.02% new 13F-HR Timeline Group Sovereign Financial Group, Inc. 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More: the full row for TigerOak Management, L.L.C. 2,101 $357K 0.1% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,100 $357K 0.03% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,100 $357K 0.24% +250 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,100 $357K 0.15% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,070 $352K 0.09% +286 13F-HR Timeline Turner Financial Group, Inc. 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More: the full row for New England Research & Management, Inc. 2,050 $348K 0.14% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,044 $347K 0.08% -101 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,039 $346K 0.12% -503 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,039 $346K 0.07% +314 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,036 $346K <0.01% +111 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,029 $345K 0.1% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,024 $344K 0.04% +160 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,023 $344K 0.08% -23 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,008 $341K 0.09% -180 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,007 $341K 0.06% +34 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,007 $341K 0.02% -458 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $340K 0.09% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,000 $340K 0.16% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,000 $340K 0.1% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,998 $339K 0.03% +167 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,994 $339K 0.27% +11 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,990 $338K 0.03% -90 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,988 $338K 0.05% -18,337 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,987 $338K 0.05% +217 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,984 $337K +125 Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,980 $336K 0.06% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,978 $336K 0.09% +234 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,978 $336K 0.02% -1,040 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,974 $335K 0.28% +65 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,972 $335K 0.08% -276 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,971 $335K 0.07% +682 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,971 $335K 0.08% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,961 $333K <0.01% -1 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,958 $333K 0.04% +14 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,946 $331K 0.03% +1,567 13F-HR Timeline Group Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,945 $330K 0.25% -411 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,937 $329K 0.06% +3 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,936 $329K 0.22% -281 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,930 $328K 0.06% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,906 $324K 0.03% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,904 $324K 0.06% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,900 $323K 0.08% -902 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 1,895 $322K 0.24% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,884 $320K 0.15% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Bouchey Financial Group, Ltd. 1,787 $304K 0.02% +261 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,785 $303K 0.09% -34 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,779 $302K 0.1% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,777 $302K 0.01% -162 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,775 $302K 0.03% -24 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,772 $301K 0.07% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,765 $300K 0.04% +50 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,760 $299K 0.22% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,748 $297K 0.13% +52 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,747 $297K 0.03% +6 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,747 $297K 0.04% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,743 $296K 0.01% +37 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,739 $295K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,738 $295K 0.06% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,736 $295K 0.04% -178 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,734 $295K 0.02% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,727 $293K 0.04% +3 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,722 $293K 0.01% +40 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,720 $292K 0.08% +69 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,713 $291K 0.05% -2 13F-HR/A Timeline WT Wealth Management More: the full row for WT Wealth Management 1,712 $291K 0.08% +57 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,709 $290K 0.01% -16 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,708 $290K 0.14% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,708 $290K 0.19% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,706 $290K 0.18% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,703 $289K 0.04% -57 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,698 $288K 0.02% +76 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,694 $288K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,690 $287K 0.04% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,686 $286K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,680 $285K <0.01% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,675 $285K 0.03% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,663 $283K 0.05% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,660 $282K 0.02% -96 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,659 $282K 0.05% +21 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,657 $281K 0.04% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,650 $280K 0.1% -1,291 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,649 $280K 0.05% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,647 $280K 0.02% +95 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,640 $279K 0.01% -300 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,637 $278K 1.08% +217 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,636 $278K 0.03% +246 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,632 $277K 0.06% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,629 $277K 0.03% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,622 $276K 0.05% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,620 $275K 0.09% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,600 $272K 0.03% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,600 $272K 0.23% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,577 $268K 0.04% -1,227 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,562 $265K 0.11% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,560 $265K 0.02% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,557 $265K 0.02% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,555 $264K 0.02% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,547 $263K 0.06% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,542 $262K 0.06% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,532 $260K 0.04% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,522 $259K 0.1% -319 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,518 $258K 0.06% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,518 $258K 0.03% -111 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,510 $257K <0.01% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,507 $256K 0.19% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,506 $256K 0.04% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,503 $255K 0.05% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,500 $255K 0.03% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,499 $255K 0.03% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,497 $254K 0.2% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,495 $254K 0.04% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,495 $254K 0.14% +1,113 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,494 $254K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,493 $254K 0.01% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,478 $251K 0.11% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,462 $248K 0.04% new 13F-HR Timeline