Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 8,883 $1.01M 0.5% +1,717 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,845 $1M 0.08% +188 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,840 $1M 0.09% -104,636 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 8,829 $1M 0.79% +125 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,809 $999K 1.22% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,802 $998K 0.07% -2,998 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,789 $997K 0.35% -2,943 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,779 $996K 0.07% -353 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,739 $991K 0.07% +296 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,720 $989K 0.16% +2,340 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,693 $986K 0.01% +1,472 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 8,685 $985K 0.61% +453 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,631 $979K 0.03% -1,041 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 8,628 $979K 0.34% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,618 $977K 0.01% -2,003 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,606 $976K 0.03% +500 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 8,579 $973K 0.07% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,567 $972K 0.14% -468 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,550 $970K 0.22% +2,312 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,483 $962K 0.03% -390 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 8,479 $962K 0.1% -1,135 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,478 $962K 0.22% +274 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,459 $959K 0.09% -380 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,454 $959K 0.05% -3,752 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,438 $957K 0.38% +50 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,345 $946K 0.18% +191 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 8,239 $934K 0.36% -1,117 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,216 $932K 0.05% -300 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,201 $930K 0.01% +61 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,201 $930K 0.04% +333 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,184 $928K 0.05% +3,898 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,164 $926K 0.17% -1,282 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,095 $918K 0.03% +310 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,089 $917K 0.05% +538 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 8,070 $915K 0.65% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8,067 $915K 0.25% +31 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,066 $915K 0.1% +692 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,024 $910K 0.22% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,021 $910K 0.06% +1,334 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,017 $909K 0.11% -11 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,020 $909K 0.09% -62,150 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,983 $905K 0.13% -1,313 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,933 $900K 0.05% +911 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,917 $898K 0.06% -81 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 7,905 $897K 0.58% +214 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,893 $895K 0.06% +575 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,925 $894K 0.07% +187 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,877 $893K 0.1% -1,884 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,819 $887K 0.35% +880 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,811 $886K 0.05% +1,354 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,801 $885K 0.05% -220 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 7,755 $879K 0.43% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,734 $877K 0.09% +523 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,718 $875K 0.25% +67 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,715 $875K 0.65% -2,668 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 7,704 $874K 0.17% 0 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 7,700 $873K 2.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,698 $873K 0.03% +389 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,698 $873K 0.06% -1,133 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 7,674 $870K 0.21% -172 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,669 $870K 0.46% +1 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,649 $867K 0.22% -734 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,647 $867K 0.01% -836 13F-HR/A Timeline US Asset Management LLC More: the full row for US Asset Management LLC 7,640 $866K 0.75% -49 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 7,622 $864K 0.44% +5,623 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,256 $863K 0.06% -41 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,592 $861K 0.29% -485 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 7,576 $859K 0.24% -8,461 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,573 $859K 0.19% -2,369 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,554 $857K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,884 $856K 0.01% -6 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,550 $856K 0.19% +682 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,542 $855K 0.71% +79 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,542 $855K 0.27% -56 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 7,538 $855K 0.14% -34 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 7,530 $854K 0.02% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 7,521 $853K 0.21% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,520 $853K 0.01% +1,421 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,491 $850K 0.01% +1,268 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 7,490 $849K 0.03% -1,334 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,834 $848K 0.05% -2,592 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,475 $848K 0.01% +386 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,475 $848K 0.06% +228 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,457 $846K 0.67% +197 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,455 $845K 0.03% +62 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,440 $844K 0.35% -250 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,424 $842K 0.08% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 7,416 $841K 0.38% -735 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 7,378 $837K 0.37% -114 13F-HR Timeline Brickwood Asset Management LLP More: the full row for Brickwood Asset Management LLP 7,356 $834K 0.63% +151 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,345 $833K 0.09% -2,037 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,584 $831K 0.36% -124 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 7,329 $831K 0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,272 $825K 0.12% new 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 7,249 $822K 4.58% new 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,244 $822K 0.13% -976 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,235 $821K 0.74% -132 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,225 $819K 0.21% +754 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,216 $818K 0.05% +586 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,197 $816K 0.03% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,192 $816K 0.23% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,176 $814K 0.39% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,167 $813K 0.44% +2,094 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,164 $812K 0.29% 0 13F-HR Timeline Group Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 7,161 $812K 0.6% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,152 $811K 0.11% -183 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,146 $810K 0.1% +251 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 7,136 $809K 0.64% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,135 $809K 0.12% -5,341 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,120 $807K 0.1% +1,087 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,133 $805K 0.2% -2 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 7,093 $804K 0.5% +9 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,086 $803K 0.19% -105 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,049 $799K 0.05% -92 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,045 $799K 0.42% +418 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,997 $794K 0.02% -552 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,993 $793K 0.63% -1,016 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 6,976 $791K 0.37% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,976 $791K 0.12% -348 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,967 $790K 0.38% -1 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,964 $790K 0.28% +1,070 13F-HR Timeline SWS Partners More: the full row for SWS Partners 6,960 $789K 0.19% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,160 $788K 0.12% -3,988 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,878 $780K 0.07% -9,690 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 6,844 $776K 0.09% +2,333 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,062 $776K 0.36% -530 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,820 $773K 0.21% -25 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,776 $768K 0.19% +90 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,750 $766K 0.23% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,745 $765K 0.14% +2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,730 $763K 0.04% -18,135 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,730 $763K 0.29% -460 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,715 $762K 0.26% +875 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 6,713 $761K 0.22% -82 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 6,701 $760K 0.1% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,687 $758K 0.37% -93,871 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 6,687 $758K 0.84% -228 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,681 $758K 0.04% +879 13F-HR Timeline Group MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 6,670 $756K 0.53% +50 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,666 $756K 0.23% +267 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,653 $755K 0.09% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,646 $754K 0.14% +82 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,638 $753K 0.02% -118 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,632 $752K 0.15% +640 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,619 $751K -305 Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,613 $750K 0.4% +1,129 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,560 $744K 0.03% +1,464 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,532 $741K 0.03% +490 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,526 $740K 0.09% -810 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,522 $740K 0.31% +302 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,509 $738K <0.01% +57 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,506 $738K 0.01% -900 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,500 $737K 0.12% -384 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 6,500 $737K 0.17% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,500 $737K 0.06% +500 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,475 $734K 0.36% -975 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,430 $729K 0.01% -1,244 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,417 $728K 0.22% -320 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,411 $727K 0.07% +4 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,411 $727K 0.56% +310 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,404 $726K 0.02% +8 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,405 $726K 0.1% -1,909 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,396 $725K 0.51% +34 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,384 $724K 0.02% 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,379 $723K 0.16% -41 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,366 $722K 0.05% +155 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,358 $721K 0.53% +2,472 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,357 $721K 0.03% +106 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,351 $720K 0.04% +1,919 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,351 $720K 0.01% +95 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,794 $719K 0.07% +3,112 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,775 $718K 0.06% +805 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,326 $717K 0.25% -2,657 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,307 $715K 0.06% +6,114 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,306 $715K 0.06% -3 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,302 $715K 0.13% -654 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,285 $713K 0.05% -78 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,256 $709K 0.01% +4,264 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,234 $707K 0.12% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,212 $704K 0.05% -44 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,210 $704K 0.24% +1,645 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Unified Investment Management More: the full row for Unified Investment Management 6,204 $704K 0.72% -74 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,198 $703K 0.12% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,195 $703K 0.34% +3,359 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,194 $702K 0.19% -30 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,178 $702K 0.11% +106 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,186 $702K 0.2% +392 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,175 $700K 0.13% -121 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,171 $700K 0.04% -4,159 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,158 $698K 0.07% +2 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,158 $698K 0.01% +2,072 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,157 $698K 0.25% -2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,156 $698K 0.06% -856 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,140 $696K 0.07% +12 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,110 $692K 0.3% -4,640 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 6,100 $692K 0.44% -100 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,099 $692K 0.17% +304 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,091 $691K 0.07% +95 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,075 $689K 0.05% +1,216 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,055 $687K 0.01% -113 13F-HR Timeline