JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 244 $1.03M 0.14% +42 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 244 $1.03M 0.03% -35 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 244 $1.03M 0.79% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 243 $1.02M 0.04% -9 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 242 $1.02M 0.46% -170 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 241 $1.01M 0.12% -38 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 241 $1.01M 0.14% -19 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 240 $1.01M 0.49% 0 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 240 $1.01M 0.17% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 239 $1.01M 0.54% +50 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 239 $1.01M 0.51% +63 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 238 $1M 0.51% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 237 $998K 0.02% +76 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 241 $993K 0.06% +54 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 235 $989K 0.02% -11 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 235 $989K 0.05% +8 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 235 $989K 0.14% -2 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 235 $987K 0.01% 0 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 234 $985K 0.58% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 232 $977K 0.21% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 232 $977K 0.02% -132 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 232 $977K 0.02% -306 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 231 $973K 0.16% +4 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 230 $968K 0.05% +120 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 229 $963K 0.01% -2 13F-HR/A Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 226 $952K 0.08% -140 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 224 $943K 0.85% -1 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 222 $935K 0.28% -3 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 222 $935K 0.31% +51 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 221 $930K 0.06% +7 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 220 $927K 0.04% +137 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 218 $918K 0.26% -82 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 217 $914K 0.04% +24 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 217 $914K 0.76% +39 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 216 $910K 0.05% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 215 $905K 0.07% +124 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 215 $905K 0.19% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 215 $903K 0.56% +8 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 212 $893K 0.03% -124 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 211 $888K 0.02% +2 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 211 $887K 0.14% -5 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 210 $884K 0.01% -818 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 209 $880K 0.39% +24 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,059 $878K 0.02% +4,910 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 207 $872K 0.3% +70 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 207 $872K 0.26% +88 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 209 $861K 0.04% +6 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 204 $859K 0.02% +8 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 204 $859K 0.01% +4 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 204 $859K 0.35% +12 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 204 $859K 0.15% +2 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 203 $855K 0.55% +55 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. 203 $855K 0.01% -61 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 202 $851K 0.03% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 201 $846K 0.01% -5 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 201 $846K 0.71% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $842K 0.41% 0 13F-HR/A Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,385 $842K 0.1% +4,224 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 198 $834K 0.1% +6 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 198 $834K 0.2% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 197 $833K 0.06% +18 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,650 $831K 0.26% +4,449 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 197 $829K 0.04% +182 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 197 $829K 0.28% -15 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 195 $821K 0.08% -6 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 195 $821K 0.05% -59 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 194 $818K 0.27% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,278 $817K 0.05% +4,140 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 192 $808K 0.02% +13 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 192 $808K 0.19% +4 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 192 $808K 0.13% +40 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 192 $808K 0.8% -3 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 191 $804K 0.11% +34 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 190 $802K 0.01% +7 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 188 $791K 0.14% -60 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 187 $789K 0.01% -373 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 187 $787K 0.12% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 187 $787K 0.06% -31 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,525 $785K 0.07% +4,443 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 186 $783K 0.07% +60 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 186 $783K 0.82% +25 13F-HR Timeline Titan Investment Solutions Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Investment Solutions Ltd 4,632 $780K 0.1% -107 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 185 $779K 0.36% +9 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 4,591 $779K 0.38% +4,390 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 185 $778K 0.01% -18 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 184 $776K 0.02% -16 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 183 $771K 0.02% +10 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 183 $770K 0.05% +115 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 182 $766K 0.01% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 182 $766K 0.16% -11 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 182 $766K 0.51% -6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 181 $763K 0.04% +46 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,231 $763K 0.22% +4,062 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 181 $762K 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 181 $761K 0.03% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 180 $758K 0.03% -35 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 180 $758K 0.15% -1 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 178 $749K 0.04% -718 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 176 $742K 0.62% -2 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 176 $741K 0.05% +10 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 176 $741K 0.3% +111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 176 $740K 0.07% -83 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 175 $737K 0.12% +1 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 175 $737K 0.01% -855 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 175 $737K 0.07% -42 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 174 $733K 0.08% -1 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 174 $733K 0.06% -1 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 174 $733K 0.07% +12 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 174 $733K 0.13% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 174 $733K 0.14% +40 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 174 $733K 0.02% -14 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 174 $733K 0.06% +23 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 173 $728K 0.01% -370 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 171 $720K 0.21% -10 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 170 $716K -63 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 170 $716K 0.07% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 169 $713K 0.05% -5 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 169 $712K <0.01% +3 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 169 $712K 0.08% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 169 $712K 0.56% +35 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,215 $710K 0.01% +4,043 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 167 $703K 0.36% +1 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 166 $699K 0.03% -9 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 166 $699K 0.26% -39 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 166 $699K 0.38% -110 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 165 $695K 0.06% -94 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 165 $695K 0.01% +138 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 165 $695K 0.29% -11 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 165 $689K 0.35% -17 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 163 $686K 0.18% -5 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 163 $686K 0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 163 $686K 0.07% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 163 $686K 0.02% +67 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 163 $686K 0.32% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 162 $682K 0.03% -13 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 161 $678K 0.2% +64 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 161 $678K 0.21% +4 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 160 $675K 0.03% +5 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 160 $674K 0.52% -34 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 159 $669K 0.16% -341 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 159 $668K 0.14% -23 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 158 $665K 0.2% +24 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 157 $662K 0.05% +21 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 156 $658K 0.05% +11 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,950 $655K 0.01% +3,791 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 155 $653K 0.03% -4,454 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 155 $653K 0.06% +45 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 155 $653K 0.22% +6 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 155 $653K 0.15% +1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 154 $648K 0.05% +33 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 154 $648K 0.1% -4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 153 $644K 0.01% -559 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 153 $642K 0.25% -2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 152 $642K 0.05% -1 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 152 $641K 0.03% +40 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 152 $640K 0.18% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 151 $636K 0.03% +6 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 151 $636K 0.04% -94 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 150 $632K 0.47% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 150 $631K 0.04% -435 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 149 $627K 0.36% +23 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 148 $623K 0.44% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 148 $623K 0.04% -141 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 148 $623K 0.09% -28 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 147 $620K 0.28% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 146 $615K 0.03% -50 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 146 $615K 0.01% -43 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 146 $615K 0.31% -2 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 146 $615K 0.05% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 146 $613K 0.11% +1 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 145 $610K 0.09% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 145 $610K 0.1% -19 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 144 $606K 0.14% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 143 $602K 0.2% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 143 $602K 0.01% +13 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 143 $601K 0.23% 13F-HR/A Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 141 $594K 0.13% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 140 $589K 0.01% +3 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 140 $589K 0.07% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 140 $589K 0.78% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 139 $586K 0.07% +6 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 139 $586K 0.49% +1 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 138 $582K 0.01% +14 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 138 $581K 0.16% +26 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 138 $581K 0.2% +4 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 137 $577K 0.01% -21 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 135 $569K 0.35% +6 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 135 $568K 0.03% +29 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 135 $568K 0.14% -3 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 135 $568K 0.3% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 134 $566K 0.08% -20 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 134 $564K 0.02% -24 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 133 $560K 0.08% -165 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 133 $559K 0.14% +19 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 132 $556K 0.05% +64 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 132 $556K 0.14% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 132 $556K 0.11% +11 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 131 $552K 0.02% -24 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 131 $552K 0.01% -16 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 131 $552K 0.03% +121 13F-HR Timeline