Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 435 $288K <0.01% -103 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 435 $288K 0.25% -45 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 431 $286K 0.22% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 430 $285K 0.12% -5 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 430 $285K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 429 $285K <0.01% +17 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 428 $284K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 427 $283K 0.08% +83 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 426 $282K 0.03% +111 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 426 $282K 0.03% +40 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 425 $282K 0.02% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 425 $282K 0.02% -51 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 422 $280K 0.05% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 420 $278K 0.11% +157 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 420 $278K 0.15% -694 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 420 $278K 0.02% +115 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 420 $278K 0.03% +20 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 417 $276K 0.07% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 416 $276K 0.08% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 416 $276K 0.09% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 414 $275K 0.05% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 413 $274K 0.03% +15 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 413 $274K 0.02% 0 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 412 $273K 0.19% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 411 $272K 0.02% +100 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 411 $272K 0.02% +20 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 411 $272K 0.04% +29 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 410 $272K 0.1% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 410 $272K 0.08% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 410 $272K 0.13% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 408 $270K 0.01% +95 13F-HR/A Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 406 $269K 0.14% -19 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 406 $269K 0.02% -8 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 403 $267K 0.1% -49 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 402 $266K 0.01% +44 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 402 $266K 0.08% +3 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 402 $266K 0.24% -100 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 400 $265K 0.09% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 400 $265K 0.1% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 400 $265K 0.16% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 399 $264K 0.05% +82 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 397 $263K 0.01% -45 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 396 $262K 0.03% -38 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 381 $262K 0.01% +7 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 387 $256K 0.02% +37 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 384 $254K 0.23% +75 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 384 $254K 0.06% +53 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 382 $253K 0.01% -67 13F-HR/A Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 380 $252K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 379 $251K 0.01% -1,026 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 379 $251K <0.01% -230 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 377 $250K <0.01% new 13F-HR Timeline Group LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 376 $249K 0.1% -374 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 375 $248K 0.04% +85 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 374 $248K 0.02% +21 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 373 $247K 0.02% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 372 $246K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 370 $245K 0.03% +34 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 369 $245K 0.04% new 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 368 $244K 0.06% +20 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 368 $244K 0.09% -30 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 351 $243K 0.04% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 366 $243K 0.01% -23 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 365 $242K <0.01% -910 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 361 $241K 0.26% +1 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 362 $240K 0.17% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 362 $240K 0.21% +8 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 359 $238K 0.04% +17 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 357 $237K 0.04% +7 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 357 $236K 0.06% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 355 $235K 0.02% -10 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 355 $235K 0.04% +17 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 354 $235K 0.07% +11 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 354 $235K 0.06% +26 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 354 $234K 0.02% -74 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 352 $233K 0.03% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 352 $233K 0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 350 $232K 0.09% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 349 $231K 0.06% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 349 $231K 0.01% +19 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 348 $231K 0.48% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 346 $229K 0.26% +11 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 344 $228K 0.03% +2 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 344 $228K 0.05% -357 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 343 $228K 0.08% -18 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 342 $227K 0.02% +49 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 341 $226K 0.06% +32 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 340 $225K 0.04% +7 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 340 $225K 0.19% -73 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 335 $222K 0.09% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 334 $221K 0.04% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 334 $221K 0.03% +27 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 333 $221K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 333 $221K -459 Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 330 $219K 0.17% -63 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 329 $218K 0.02% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 326 $216K <0.01% +9 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 325 $215K 0.01% -200 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 324 $215K 0.2% 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 324 $215K 0.08% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 322 $213K 0.14% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 320 $212K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 218 $212K 0.03% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 319 $212K 0.01% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 319 $211K 0.12% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 316 $209K 0.02% new 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 316 $209K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 302 $209K 0.02% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 315 $209K 0.12% 0 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 315 $209K 0.16% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 311 $206K 0.01% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 311 $206K 0.04% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 319 $206K 0.09% -11 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 309 $205K <0.01% -157 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 308 $204K 0.03% +14 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 306 $203K 0.02% -2 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 305 $202K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 304 $201K <0.01% +33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 302 $200K 0.11% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 302 $200K 0.07% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 300 $199K 0.01% +202 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 300 $199K 0.1% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 298 $197K 0.07% -124 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 297 $197K 0.02% +194 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 292 $194K 0.05% +12 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 291 $193K 0.05% -77 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 288 $191K 0.1% +128 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 286 $190K 0.04% 0 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 278 $184K 0.01% -15 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 276 $183K 0.19% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 271 $180K 0.02% +101 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 268 $178K 0.01% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 265 $176K 0.04% -7,104 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 261 $173K 0.02% +53 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 258 $171K 0.04% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 258 $171K 0.11% +150 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 250 $166K 0.02% -980 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 248 $164K 0.02% +6 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 243 $161K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 242 $160K 0.07% -33 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 236 $156K 0.01% -155 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 237 $156K <0.01% -21 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 234 $155K 0.01% -31 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 232 $154K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 228 $151K 0.12% +100 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 226 $150K 0.12% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 225 $149K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 224 $148K 0.04% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 223 $148K 0.02% +54 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 223 $148K 0.01% -61 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 222 $147K 0.02% +49 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 219 $145K 0.03% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 219 $145K 0.04% +8 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 208 $138K 0.08% -93 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 207 $137K 0.04% +33 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 206 $137K 0.02% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 201 $136K 0.06% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 203 $135K 0.12% -25 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 202 $134K 0.07% +67 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 201 $133K 0.03% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 200 $133K 0.1% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 170 $113K 0.02% -47 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 173 $113K 0.08% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 168 $111K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 158 $108K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 162 $107K 0.06% new 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 162 $107K 0.04% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 161 $107K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 161 $107K 0.1% -56 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 159 $105K 0.02% 0 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. 156 $103K <0.01% -45 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 149 $100K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 151 $99.4K 0.02% +86 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 144 $95K 0.07% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 142 $94.1K 0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 142 $94.1K <0.01% -770 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 141 $93.4K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 139 $92.1K 0.12% +53 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 138 $91.4K 0.01% +21 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 135 $90.1K 0.02% -65 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 10,107 $88.2K 0.06% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 129 $85.2K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 123 $81.5K <0.01% -47 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $80.2K 0.05% -1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 126 $78.5K 0.04% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 117 $77.8K 0.01% +10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 115 $76.2K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 115 $76.2K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 114 $75.5K 0.01% +15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 114 $75.5K 0.06% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 109 $72.3K 0.01% +25 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 103 $71.4K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 107 $70K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 105 $69.6K 0.01% +9 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 105 $69.6K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 103 $68K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 102 $67.6K 0.02% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $66.3K 0.03% 0 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 100 $66.3K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 99 $66K 0.01% 0 13F-HR Timeline