Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,740 $776K <0.01% +1,537 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 5,676 $767K 0.26% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,664 $765K 0.07% +2,316 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 5,650 $764K 0.23% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,638 $762K 0.26% 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,616 $760K 0.32% -84 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,556 $751K 0.25% -400 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,550 $750K 0.1% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,548 $750K 0.51% -3,233 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,547 $750K 0.29% -1,739 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,521 $746K 0.18% +336 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,519 $746K 0.25% +223 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,518 $746K 0.78% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,511 $745K 0.15% -1,598 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,505 $744K 0.03% -51 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,502 $744K 0.24% +107 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,451 $737K 0.14% -430 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,447 $736K 0.03% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,451 $736K 0.2% -36 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $735K 0.31% -4,635 13F-HR Timeline Amount filed as zero, left out of ratios. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,430 $734K 0.03% +1,728 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,426 $733K 0.03% +3,058 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,426 $733K 0.79% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,405 $730K 0.05% +333 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,390 $728K 0.05% +361 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,335 $721K 0.05% +38 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,324 $719K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,282 $714K 0.26% +433 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,281 $713K 0.03% +33 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,269 $712K 0.04% -1,057 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,220 $705K 0.11% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,160 $697K 0.07% +129 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,158 $697K 0.02% +890 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,116 $691K 0.1% +440 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,113 $691K 0.05% -3,907 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,064 $686K 0.07% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,048 $682K 0.36% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,027 $679K 0.04% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,016 $678K 0.09% +16 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 5,015 $678K 0.07% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,001 $676K 0.38% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,995 $675K 0.2% -761 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,973 $672K 0.01% +145 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,971 $672K 0.11% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,634 $672K 0.09% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,919 $665K 0.12% -2,523 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,910 $664K 0.48% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,893 $661K 0.14% +68 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,889 $661K 0.23% -7,617 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,833 $653K 0.04% -74,805 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,819 $651K 0.06% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,813 $650K 0.38% +13 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,810 $650K 0.07% -725 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,760 $643K 0.23% -1,200 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,759 $643K 0.04% +421 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,752 $642K 0.18% +213 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,742 $641K 0.12% -22,246 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,734 $640K 0.05% +2,535 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,137 $640K 0.51% -852 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,706 $636K 0.06% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,701 $635K 0.06% +249 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,696 $635K 0.06% -326 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,721 $633K 0.01% -18,158 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,682 $633K 0.04% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,635 $626K 0.23% +143 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,618 $624K 0.1% +2,155 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,609 $623K 0.16% -484 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,558 $616K 0.17% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,556 $616K 0.03% -74 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,508 $614K 0.06% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,535 $613K <0.01% +3,735 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,522 $611K 0.04% +426 13F-HR/A Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,520 $611K 0.24% +10 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,519 $611K 0.2% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,515 $610K 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,507 $609K 0.15% +390 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,495 $609K 0.02% -1,125 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,496 $608K 0.02% +1,523 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,465 $605K 0.04% +1,748 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,471 $604K 0.06% +5 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,454 $602K 0.14% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,448 $601K 0.25% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,423 $598K 0.21% +1,328 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,416 $597K 0.13% +668 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,403 $595K 0.03% +44 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,400 $595K 0.05% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,400 $595K 0.32% -25 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,371 $591K 0.04% +273 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,361 $591K 0.02% +76 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,365 $590K 0.07% +338 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,324 $584K 0.02% +822 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,280 $578K 0.1% +421 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,255 $576K 0.05% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,257 $575K 0.18% -308 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,249 $574K 0.32% -2 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,055 $573K 0.05% +54 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,232 $572K 0.01% +325 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,218 $570K 0.13% -171 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,217 $570K 0.21% +499 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,193 $567K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,187 $566K 0.04% +162 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,180 $565K 0.08% -88 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,178 $565K 0.03% +158 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,165 $563K 0.09% +559 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,160 $562K 0.22% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,137 $559K 0.54% +1,385 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,136 $559K 0.03% -79 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,135 $559K 0.06% -920 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,086 $553K 0.16% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,071 $550K 0.03% +804 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,051 $547K 0.37% +2,395 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,040 $546K 0.51% -460 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 4,005 $541K 0.03% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,004 $541K 0.42% +474 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,000 $541K 0.16% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,002 $541K 0.01% new 13F-HR/A Timeline Group KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,000 $541K 0.15% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,000 $541K 0.05% +2,000 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,992 $539K 0.15% +104 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,966 $536K 0.16% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,947 $533K 0.03% -49 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,937 $532K 0.07% +386 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,936 $532K 0.43% 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,935 $532K 0.36% +271 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,919 $530K 0.04% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,903 $527K 0.04% -327 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,889 $526K 0.17% +83 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,877 $524K 0.07% -206 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,574 $522K 0.01% +1,062 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,851 $520K 0.1% -184 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,849 $520K 0.19% +124 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,538 $520K 0.03% -573 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,812 $519K 0.05% +450 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,832 $518K 0.85% -75 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,820 $516K 0.09% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,815 $516K 0.07% +39 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,805 $514K 0.31% -356 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,800 $514K 0.06% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,799 $513K 0.16% -2,499 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,781 $511K 0.1% +2,138 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,777 $510K 0.45% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,759 $508K <0.01% +1,905 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,740 $505K 0.01% +605 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,735 $505K 0.02% -20 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,720 $503K 0.53% -2,782 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,715 $502K 0.04% +680 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,712 $502K 0.05% +98 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,712 $502K 0.33% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,711 $502K 0.15% +78 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,704 $501K 0.15% +258 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,700 $500K 0.07% 0 13F-HR Timeline Quantedge Capital Pte Ltd More: the full row for Quantedge Capital Pte Ltd 3,700 $500K 0.24% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,685 $499K 0.04% -448 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,612 $488K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,611 $488K 0.02% -18,325 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,606 $487K 0.01% +516 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 3,604 $487K 0.06% new 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,600 $487K 0.3% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,593 $486K 0.08% -86 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,578 $484K 0.32% -579 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,564 $482K 0.1% 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,558 $481K 0.28% 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,543 $479K 0.17% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,538 $478K 0.05% +158 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,538 $478K 0.02% -20,242 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,536 $478K 0.08% +295 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,534 $478K 0.09% +532 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,527 $478K 0.54% +1,127 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,518 $475K -326 Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,512 $475K 0.04% +22 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,489 $471K 0.19% -105 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,488 $471K 0.03% -358 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,483 $471K 0.28% +201 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,473 $469K 0.14% 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,469 $469K 0.11% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,467 $469K 0.02% -17 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,462 $468K 0.08% +1,415 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,426 $463K 0.01% +606 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,419 $463K 0.09% +168 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,424 $463K 0.34% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,417 $462K 0.08% -604 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,414 $461K 0.21% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,412 $461K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,411 $461K 0.08% -334 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,000 $458K 0.12% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,382 $457K 0.04% -52 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,370 $456K 0.12% +352 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,371 $456K 0.1% -1,829 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,366 $455K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,356 $454K 0.25% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,349 $453K 0.04% -1,918 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,344 $452K 0.01% +618 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,342 $452K 0.05% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,338 $451K 0.02% +336 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,321 $449K 0.18% +12 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,315 $448K 0.12% -145 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,313 $448K 0.31% -100 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,300 $446K 0.17% +1,449 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,300 $446K 0.07% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,262 $441K 0.01% +1,239 13F-HR Timeline