Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,151 $730K 0.67% 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 10,044 $722K 0.19% -115,188 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,035 $722K 0.34% +2,000 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10,003 $719K 0.2% +1,960 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 9,969 $717K 0.54% -3,559 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,966 $717K 0.42% +9,920 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,950 $715K 0.21% +900 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,937 $715K 0.08% +3,610 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,899 $712K 0.07% +2,767 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,831 $707K 0.01% +3,511 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,828 $707K 0.39% 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 9,819 $706K 0.23% +480 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,617 $705K 0.32% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,772 $703K 0.49% -63 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 9,765 $703K 0.25% +3,206 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,758 $702K 0.01% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $696K 0.66% 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 9,566 $688K 0.05% -368 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,537 $686K 0.02% -18,891 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,536 $686K 0.48% -235 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,516 $684K 0.05% -103 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,467 $681K 0.04% +154 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 9,444 $679K 0.37% -60 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,434 $678K 0.02% +8,471 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,327 $671K 0.43% 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,313 $670K 0.5% -325 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,312 $670K 0.28% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,246 $665K 0.02% +4,043 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,241 $665K 0.6% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,223 $663K 0.04% -294,124 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 9,213 $663K 0.35% -173 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 9,180 $660K 0.23% +2,790 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 9,152 $658K 0.03% -204 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,083 $653K 0.33% -1,239 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,014 $648K 0.08% +291 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,000 $647K <0.01% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,971 $645K 0.05% +2,049 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 8,945 $643K 1.09% +398 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 8,931 $642K 0.17% +364 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,909 $641K 0.23% -832 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,900 $640K 0.05% new 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,878 $638K 0.01% +1,110 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,857 $637K 0.07% -1,331 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,829 $635K 0.14% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,791 $632K 0.26% -410 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,737 $628K 0.16% +35 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,728 $628K 0.01% -93,324 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,726 $627K 0.03% -2,923 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 8,712 $626K 0.08% -8,792 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,671 $624K 0.11% -27,515 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,669 $623K 0.09% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,669 $623K 0.14% +140 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,610 $619K 0.47% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,593 $618K 0.43% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,563 $616K 0.04% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8,558 $615K 0.09% -138 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 8,505 $612K 0.05% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,467 $609K 0.04% -2,542 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,449 $608K 0.3% +3,445 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,445 $607K 0.44% +4,850 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,336 $599K 0.23% +38 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,335 $599K 0.23% +1,445 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 8,330 $599K 0.09% -16 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,287 $596K 0.42% -7,026 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 8,272 $595K 0.05% +353 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8,246 $593K 0.21% +1,639 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,242 $593K 0.02% +420 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,288 $590K 0.5% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,180 $588K -9,662 Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,157 $587K 0.22% +418 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,067 $580K 0.21% +983 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 8,027 $577K 0.16% 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,001 $575K 0.43% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,000 $575K 0.23% 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,955 $572K 0.17% -108 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,953 $572K 0.18% +256 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,940 $571K 0.16% -237 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 7,924 $570K 1.41% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,894 $568K 0.34% +1,584 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,892 $568K 0.05% -375 13F-HR/A Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 7,886 $567K 0.22% -410 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 7,843 $565K 0.23% +1,673 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,835 $564K 0.25% -47 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,806 $561K 0.38% +231 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,803 $561K 0.16% +962 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 7,797 $560K 0.18% +318 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,761 $558K 0.03% +805 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 7,720 $555K 0.06% +2,459 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 7,719 $555K 0.47% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,715 $555K 0.11% +1,602 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,700 $554K 0.07% +23 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,696 $553K 0.25% +143 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 7,683 $552K 0.26% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 7,646 $550K 0.3% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 7,625 $548K 0.38% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,621 $548K 0.31% +891 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,601 $547K 0.44% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,569 $546K 0.21% -3,055 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,575 $545K 0.18% +2,207 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,557 $543K 0.03% -74 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,796 $539K <0.01% +469 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 7,489 $539K 0.32% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,480 $538K 0.02% -178,205 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 7,448 $536K 0.26% -550 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,420 $534K 0.15% +125 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 7,371 $530K 0.23% -792 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,367 $530K 0.04% -18,628 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 7,311 $526K 0.15% -445 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,304 $525K 0.14% -34,623 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7,306 $525K 0.33% +673 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,296 $525K 0.24% -5,526 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,301 $525K 0.15% -2,151 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 7,272 $523K 0.19% -974 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,230 $521K 0.25% +594 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 7,209 $518K 0.11% +905 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 7,166 $516K 0.03% +721 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 7,118 $512K 0.2% -3,349 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,063 $507K 0.3% -691 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 7,049 $507K 0.1% +86 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,040 $506K 0.11% 0 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,000 $503K 0.07% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 6,989 $503K 0.27% -3,524 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,989 $503K 0.13% -1,178 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,981 $502K 0.06% -459 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,978 $502K 0.03% -117 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 6,969 $501K 0.16% +147 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,969 $501K 0.07% -287 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,966 $501K 0.02% -4,909 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,932 $498K 0.01% -245 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6,927 $498K 0.04% +3,363 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,916 $497K 0.19% +1,087 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,556 $492K 0.21% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,841 $492K 0.33% +65 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,829 $491K 0.16% +173 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 6,819 $490K 0.29% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 6,793 $488K 0.25% +1,188 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,784 $488K 0.02% -16 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,768 $487K 0.21% -417 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,760 $486K 0.09% 0 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 6,697 $482K 0.45% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,673 $480K 0.03% +1,469 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,583 $476K 0.42% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,618 $476K 0.12% +592 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 6,605 $475K 0.07% +1 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 6,601 $475K 0.16% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,594 $474K 0.46% 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 6,575 $473K 0.02% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,563 $472K 0.21% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,503 $468K 0.39% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,444 $463K 0.38% -54 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,169 $463K 0.43% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,430 $462K 0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,439 $461K <0.01% -2,292 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 6,391 $460K 0.24% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,346 $456K 0.1% +3,121 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,323 $455K 0.24% -1,435 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,322 $455K 0.05% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,224 $448K 0.11% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,151 $443K 0.08% -523 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 6,130 $441K 0.21% 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 6,114 $440K 1.43% -94,697 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,108 $439K 0.02% +2,444 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,099 $439K 0.01% +1,994 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 6,079 $437K 0.09% +27 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 6,127 $436K 0.1% -1,068 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 6,053 $435K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6,045 $435K 0.24% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,989 $431K 0.08% +583 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,920 $426K 0.43% -12 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 5,900 $424K 0.05% +552 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,893 $424K 0.03% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,888 $423K 0.01% +54 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,878 $423K 0.15% -91 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,878 $423K 0.02% +454 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,872 $422K 0.01% -42 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 5,805 $417K 0.28% +536 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,796 $417K 0.45% 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 5,792 $416K 0.42% -703 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,780 $416K 0.29% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,774 $415K 0.01% +2,110 13F-HR/A Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,744 $413K 0.3% +163 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,742 $413K 0.07% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 5,722 $412K 0.48% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,730 $412K 0.1% -1,026 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,776 $411K 0.08% +2,341 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,708 $410K <0.01% -1,815 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,680 $410K 0.08% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,692 $409K 0.26% +1,470 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,685 $409K <0.01% -999 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 5,664 $407K 0.25% 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 5,640 $406K 0.27% -15,400 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,639 $405K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,631 $405K 0.09% +276 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,613 $404K 0.03% +512 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,605 $403K 0.04% -57 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,604 $403K 0.26% -28 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,590 $402K 0.05% -808 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,570 $401K 0.02% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 5,541 $398K 0.31% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,534 $398K 0.13% +218 13F-HR Timeline