Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,406 $3.86M 0.26% +633 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,203 $3.85M 1.3% +90 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 10,195 $3.85M 1.13% -136 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,185 $3.85M 0.18% -2,113 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,168 $3.84M 0.5% -53 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,166 $3.84M 1.38% -2,260 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,365 $3.83M 0.16% +3,045 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,129 $3.83M 0.25% -12,471 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 9,045 $3.82M 1.54% +1,901 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,071 $3.8M 0.64% +140 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 10,071 $3.8M 0.86% +235 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 10,061 $3.8M 2.36% -2,347 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,053 $3.8M 0.13% -153 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,050 $3.8M 1.31% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,046 $3.79M 0.78% +16 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 10,046 $3.79M 1.11% +4,932 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 10,031 $3.79M 2.97% new 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 10,011 $3.78M 0.49% +301 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,000 $3.78M 0.81% -700 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,980 $3.77M 0.19% +24 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9,980 $3.77M 0.35% +228 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,974 $3.77M 0.49% +157 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 9,948 $3.76M 0.54% -2,686 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,947 $3.76M 2.52% -151 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 9,947 $3.76M 1.03% -2,438 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 9,937 $3.75M 0.7% +7,010 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 9,935 $3.75M 0.69% -288 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,908 $3.74M 1.45% +612 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 9,864 $3.73M 0.96% +4,357 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 9,858 $3.72M 1.22% -405 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,855 $3.72M 0.92% -43 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 9,817 $3.71M 2.32% +130 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 9,785 $3.7M 2.67% +392 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,772 $3.69M 0.32% +706 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,770 $3.69M 1.42% +10 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 9,802 $3.69M 2.73% +165 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 9,673 $3.65M 1.4% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,660 $3.65M 0.82% -9,614 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9,657 $3.65M 0.05% -424,878 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 9,655 $3.65M 3.26% +2,366 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,648 $3.64M 1.16% +1,180 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 9,635 $3.64M 0.9% +318 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,626 $3.64M 0.2% +950 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,611 $3.63M 1.06% +22 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,609 $3.63M 0.35% +255 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,599 $3.63M 1.12% +529 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 9,594 $3.62M 0.2% +4,901 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,589 $3.62M 2.62% -82 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,580 $3.62M 0.6% -1,021 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,577 $3.62M 1.94% -72 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,535 $3.6M 0.14% -447 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 9,505 $3.59M 3.48% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 9,495 $3.59M 2.2% -55 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,457 $3.57M 0.29% +411 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 9,394 $3.55M 0.91% +998 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 9,375 $3.54M 1.96% -212 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 9,370 $3.54M 2.23% +51 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 9,364 $3.54M 1.93% -90 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 9,362 $3.54M 0.45% +1,135 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 9,353 $3.53M 1.9% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,340 $3.53M 0.2% +2,416 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,334 $3.53M 0.55% +1,146 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 9,329 $3.52M 0.48% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 9,328 $3.52M 2.42% +54 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 9,314 $3.52M 0.47% +177 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,303 $3.51M 0.59% -393 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 11,500 $3.51M 1.26% +5,582 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 9,279 $3.51M 0.69% -203 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 9,275 $3.5M 1.08% -1,300 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 9,270 $3.5M 0.1% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 9,270 $3.5M 1.08% +1,279 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,256 $3.5M 0.41% -577 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,243 $3.49M 0.68% +75 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 9,209 $3.48M 2.77% +377 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 9,206 $3.48M 1.42% +348 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 9,192 $3.47M 2.3% +659 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 9,183 $3.47M 1.53% +97 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 9,168 $3.46M 1.21% +195 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 9,156 $3.46M 0.83% +959 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,156 $3.46M 1.26% +828 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,094 $3.44M 0.12% +2,773 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,093 $3.43M 0.38% -381 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,085 $3.43M 0.82% -84 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,080 $3.43M 0.69% +856 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 9,068 $3.43M 2.61% +40 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,057 $3.42M 0.29% 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 9,040 $3.41M 0.15% -88 13F-HR/A Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,039 $3.41M 1.12% +1,628 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,024 $3.41M 0.89% +278 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 9,020 $3.41M 0.17% +992 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9,013 $3.4M 0.79% -41 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 9,003 $3.4M 0.55% +693 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 9,001 $3.4M 0.97% -238 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 8,983 $3.39M 1.6% +6,012 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,981 $3.39M 1.31% -338 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,981 $3.39M 1.31% +5,964 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 8,953 $3.38M 2.22% +79 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 8,932 $3.37M 0.89% +133 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,923 $3.37M 0.4% +93 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,909 $3.37M 0.12% +3,369 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 8,902 $3.36M 1.19% +2,219 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,898 $3.36M 0.1% -417,904 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 9,060 $3.36M 0.05% +1,029 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 8,869 $3.35M 2.18% -39 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 8,866 $3.35M 1.67% -62 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,866 $3.35M 0.87% +5,046 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,860 $3.35M 0.55% +1,345 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,859 $3.35M 0.2% +648 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,855 $3.34M 0.16% +3,740 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 8,841 $3.34M 1.13% -400 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,838 $3.34M 1.53% +99 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,819 $3.33M 0.95% +1,256 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 8,817 $3.33M 0.7% +318 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 8,800 $3.32M 0.91% +98 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 8,794 $3.32M 1.41% +1,288 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 8,760 $3.31M 1.46% -729 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,751 $3.31M 0.29% -786 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,747 $3.3M 0.29% +1,128 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,741 $3.3M 0.21% -160 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 8,734 $3.3M 2.64% +297 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,734 $3.3M 0.85% +595 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,729 $3.3M 1.9% -83 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,727 $3.3M 1.2% +505 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,717 $3.29M 0.83% +1,818 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 8,706 $3.29M 0.79% -10 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,705 $3.29M 0.9% +2,875 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 8,701 $3.29M 0.97% -610 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,698 $3.29M 0.21% -5,906 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,691 $3.28M 0.9% +33 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,686 $3.28M 1.99% +3,299 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,682 $3.28M 1.4% -1,697 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,681 $3.28M 1.75% +1,201 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,679 $3.28M 2.08% +343 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 8,666 $3.27M 0.44% +954 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,664 $3.27M 0.99% -427 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 8,654 $3.27M 1.76% +706 13F-HR/A Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,642 $3.26M 1.94% -40 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 8,632 $3.26M 0.36% -2,620 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,625 $3.26M 1.04% -741 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 8,747 $3.26M 2.71% -14,880 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,620 $3.26M 0.09% +955 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,620 $3.26M 0.52% +422 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 8,597 $3.25M 0.73% +7,074 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 8,593 $3.25M 2.04% +205 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 8,585 $3.24M 3.97% -2,415 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,579 $3.24M 0.03% +81 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 8,573 $3.24M 1.68% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,347 $3.23M 1.32% +493 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,547 $3.23M 0.51% -8,567 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,545 $3.23M 0.67% +555 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,533 $3.22M 0.3% -151 13F-HR/A Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 8,525 $3.22M 1.82% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,519 $3.22M 0.88% -70 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,505 $3.21M 0.99% +1,330 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 8,502 $3.21M 2.39% -350 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,475 $3.2M 0.25% +348 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 8,474 $3.2M 1.46% +4,424 13F-HR/A Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,463 $3.2M 0.77% -6 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 8,458 $3.19M 0.96% +3,667 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,430 $3.18M 1.62% -239 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 8,429 $3.18M 1.56% -417 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,422 $3.18M 0.27% -4,093 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,414 $3.18M 0.22% +401 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 8,387 $3.17M 1.29% +638 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 8,378 $3.16M 1.47% -54 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,377 $3.16M 0.77% +646 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 8,361 $3.16M 1.06% +12 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,361 $3.16M 0.21% +1,533 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,358 $3.16M 0.65% +314 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 8,354 $3.16M 1.69% +1,703 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 8,353 $3.16M 0.44% +1,388 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,321 $3.14M 2.13% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,010 $3.14M 0.73% -221 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,299 $3.13M 1.77% +1,778 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 8,293 $3.13M 1.09% -835 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 8,285 $3.13M 1.21% -90 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,277 $3.13M 0.84% -830 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 8,259 $3.12M 2.38% -899 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,251 $3.12M 0.2% -53 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 8,250 $3.12M 0.49% +3,648 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,245 $3.11M 0.3% -447 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 8,245 $3.11M 0.8% -778 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,226 $3.11M 0.49% -25 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 8,217 $3.1M 0.11% -996 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,216 $3.1M 0.64% +213 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,213 $3.1M 0.02% +663 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,211 $3.1M 0.26% +551 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,199 $3.1M 0.64% +141 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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