Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 5,239 $1.13M 0.84% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,238 $1.13M 0.01% +165 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,235 $1.13M 0.16% +1,750 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,219 $1.13M 0.25% +20 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,216 $1.13M 0.01% -313 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,215 $1.13M 0.13% +1,347 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,210 $1.12M 0.06% +803 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,156 $1.12M 0.07% +1,878 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,160 $1.11M 0.03% -714 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 5,175 $1.11M 1.97% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,147 $1.11M 0.19% -20 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,147 $1.11M 0.19% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,121 $1.11M 0.28% +3,197 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,090 $1.1M 0.01% +162 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,081 $1.1M 0.09% -86 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,078 $1.1M 0.35% -46 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,063 $1.09M 0.09% +19 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,053 $1.09M 0.85% -2,000 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,045 $1.09M 0.37% +47 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,037 $1.09M 0.13% -17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,031 $1.09M 0.04% -269 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,027 $1.08M 0.15% +104 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,027 $1.08M 0.32% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,018 $1.08M 0.03% +27 13F-HR Timeline Key Colony Management, LLC More: the full row for Key Colony Management, LLC 5,000 $1.08M 1.46% 0 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 5,000 $1.08M 0.08% -12,000 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 5,000 $1.08M 0.01% -4,000 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,992 $1.08M 0.08% 0 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,983 $1.08M 0.58% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,957 $1.07M 0.06% -142 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,954 $1.07M 0.65% -50 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,948 $1.07M 0.04% +40 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,933 $1.06M 0.22% +200 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,928 $1.06M 0.06% +981 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,920 $1.06M 0.69% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,901 $1.06M 0.02% +425 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 4,900 $1.06M 0.66% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,897 $1.06M 0.14% -5 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,931 $1.05M 0.04% +3,331 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,833 $1.04M 0.18% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,188 $1.04M 0.3% +23 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,832 $1.04M 0.07% +144 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,796 $1.04M 0.27% -56 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,758 $1.03M 0.37% +331 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,749 $1.02M 0.23% +10 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,729 $1.02M 0.11% -604 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,725 $1.02M 0.66% +30 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,715 $1.02M 0.06% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,707 $1.02M 0.07% +417 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,680 $1.01M 0.25% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,675 $1.01M 1.05% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,671 $1.01M 0.09% +110 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,663 $1.01M 0.05% -749 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,656 $1M 0.13% +150 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,655 $1M 0.05% +30 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,655 $1M 0.03% +86 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,794 $1M 0.16% -169 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,653 $1M 0.09% +179 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,636 $1M 0.12% +2 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,620 $997K 0.17% +948 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,612 $995K 0.25% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,594 $992K 0.29% -431 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,588 $990K 0.78% -30 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,586 $990K 0.18% -303 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,579 $988K 0.61% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,556 $983K 0.62% -100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,555 $983K 0.15% -2,051 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,540 $980K 0.05% -183 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,523 $976K 0.11% +981 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,522 $976K 0.05% +1,679 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,522 $976K 0.43% +7 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,522 $976K 0.15% +845 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,520 $976K 0.02% +2,995 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,518 $975K 0.15% +534 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,516 $975K 0.28% +24 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,501 $971K 0.41% -60 13F-HR Timeline JONES ROAD CAPITAL MANAGEMENT, L.P. More: the full row for JONES ROAD CAPITAL MANAGEMENT, L.P. 4,500 $971K 1.03% -600 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,500 $971K 0.32% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,491 $969K 0.08% +116 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,443 $959K 0.03% -251 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,411 $952K 0.08% +8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,385 $946K 0.01% +8 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,383 $946K 0.03% +354 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,380 $945K 0.7% -235 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,375 $944K 0.02% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,347 $938K 0.08% +420 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,346 $938K 0.37% +339 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,327 $934K 0.42% +100 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,321 $933K 0.04% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,305 $929K 0.07% +166 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,298 $929K 0.13% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,299 $928K 0.24% +334 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,290 $926K 0.04% +313 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,289 $926K 0.06% +452 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,416 $925K 0.05% +1,753 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 4,307 $923K 0.82% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,270 $921K 0.03% +105 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,662 $921K 0.01% +35 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,266 $921K 0.59% -248 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,252 $918K 0.11% -38 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,096 $915K 0.1% +3,160 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,220 $911K 0.02% +818 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,208 $908K 0.23% -102 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,200 $906K 0.07% -101 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,198 $906K 0.47% -241 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,188 $904K 0.06% -114 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,187 $904K 0.07% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,181 $902K 0.04% -112 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,171 $900K 0.09% -252 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,159 $898K 0.09% -4 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,155 $897K 0.27% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,149 $896K 0.85% -2 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,149 $895K 0.01% -19,223 13F-HR/A Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,147 $895K 0.13% -44 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,147 $895K 0.09% -544 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,144 $894K 0.31% +75 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 4,140 $894K 0.05% +200 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 4,140 $894K 0.38% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,136 $893K 0.1% +293 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,129 $891K 0.03% -764 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,127 $891K 0.48% -95 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,123 $890K 0.66% -252 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,086 $882K 0.01% +742 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,082 $881K 0.02% +92 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,074 $879K 0.22% +4 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,068 $878K <0.01% +580 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,068 $878K 0.13% -166 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,041 $872K 0.56% +50 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,967 $872K 0.14% -611 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,035 $871K 0.5% +10 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,019 $867K 0.07% -673 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $863K 0.23% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,000 $863K 0.23% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,000 $863K 0.03% 0 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,990 $861K 0.18% -76 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,985 $860K 0.06% +302 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,984 $860K 0.33% +300 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,981 $859K 0.31% -4 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,971 $857K 0.13% -25 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,956 $854K 0.17% -58 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,939 $850K 0.01% +2,533 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 3,930 $848K 0.58% -145 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,919 $846K 0.36% -197 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,911 $844K 0.36% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,909 $844K 0.06% +134 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,908 $844K 0.23% +260 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,891 $840K 0.41% +453 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,890 $840K 0.05% +38 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,761 $839K 0.28% +43 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,882 $838K 0.31% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,876 $837K 0.35% +1,075 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,871 $835K 0.32% +112 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,866 $834K 0.24% +18 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,861 $833K 0.12% +2,380 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,860 $833K 0.18% -150 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,852 $831K 0.66% -55 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,848 $830K 0.44% -66 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,840 $829K 0.02% +747 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,822 $825K 0.08% +5 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,821 $825K 0.03% +372 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,817 $824K 0.02% +707 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,813 $823K 0.43% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,796 $819K 0.06% +2,164 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,791 $818K 0.16% +550 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,782 $816K 0.18% +591 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,744 $808K 0.05% -177 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,739 $807K 0.38% +933 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,729 $805K 0.11% -277 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 3,726 $804K 0.1% +240 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,703 $799K 0.19% +59 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $798K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,697 $798K 0.1% +595 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,694 $797K 0.18% +622 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,691 $797K 0.51% -1,242 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,691 $797K 0.21% +21 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,689 $796K 0.09% +911 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,679 $794K 0.04% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,658 $790K <0.01% -215 13F-HR Timeline Group Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,650 $788K 0.25% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,649 $788K 0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3,647 $787K 0.53% +6 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 3,645 $787K 0.04% +1,660 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,640 $786K 0.04% -124 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,638 $785K 0.05% -121 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 3,633 $784K 0.03% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,631 $784K 0.26% +2,613 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,625 $782K 0.06% -78 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,613 $780K 0.02% +150 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,607 $779K 0.01% +92 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,595 $776K 0.07% +2,366 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,577 $772K 0.44% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,537 $769K 0.13% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,559 $768K 0.27% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,546 $765K 0.4% -12 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,545 $765K 0.1% +2,436 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,543 $765K 0.09% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,543 $765K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,538 $764K 0.28% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,532 $762K 0.18% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,515 $759K 0.02% +117 13F-HR Timeline