USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,786 $493K 0.08% -644 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,784 $493K 0.06% -16 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,782 $492K 0.34% -48 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,782 $492K 0.04% -1,809 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,780 $492K 0.11% +1,700 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,777 $491K 0.07% -1,167 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,773 $490K 0.1% -52 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,773 $490K 0.28% 0 13F-HR/A Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,834 $489K 0.23% +56 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,770 $489K 0.06% +148 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,765 $488K 0.06% -2 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,761 $487K 0.28% -103 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,757 $486K 0.05% +386 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,756 $485K 0.01% -327 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,750 $484K 0.09% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,750 $484K 0.26% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,747 $483K 0.13% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,747 $483K 0.03% -447 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,741 $481K 0.03% +174 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,741 $481K 0.03% +529 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,737 $480K 0.06% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,735 $479K 0.05% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,720 $475K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,707 $472K 0.03% +32 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,705 $471K 0.13% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,689 $467K 0.08% -32 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,686 $466K 0.04% -60 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,685 $466K 0.04% -65 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,676 $465K 0.03% +50 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,677 $463K 0.19% +43 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,675 $463K 0.01% -50 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,672 $463K 0.07% +33 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,669 $461K 0.37% 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,660 $459K 0.11% +75 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,652 $456K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,651 $456K 0.01% +200 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,650 $456K 0.25% -142 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,650 $456K 0.09% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,648 $455K 0.02% -980 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,642 $454K 0.12% +65 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,641 $453K 0.03% -8,393 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,641 $453K 0.01% -146 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,639 $453K 0.17% -37 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,633 $451K 0.34% -96 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,629 $450K 0.34% -3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,628 $450K 0.03% -7,101 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,617 $447K 0.13% +1 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,609 $445K 0.24% +2 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,596 $441K 0.24% +159 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,591 $440K 0.1% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,589 $439K 0.16% -105 13F-HR/A Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,585 $438K 0.14% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,580 $437K 0.01% 0 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,570 $434K 0.38% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,561 $431K 0.01% -41 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,554 $429K 0.09% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,553 $429K <0.01% -62 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,553 $429K <0.01% +79 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,545 $427K 0.09% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,542 $426K 0.02% -29 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,542 $426K 0.02% +23 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,541 $426K 0.03% +196 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,540 $426K 0.09% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,529 $422K 0.2% -249 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,526 $422K 0.07% +405 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,525 $421K 0.03% -178 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,523 $421K 0.04% +520 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,521 $420K 0.12% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 1,515 $419K 0.16% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,508 $417K 0.16% -71 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 1,500 $416K 0.31% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,501 $415K 0.2% -34 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,491 $412K 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,488 $411K <0.01% +224 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,487 $411K 0.31% -15 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,487 $411K 0.05% -69 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,480 $409K 0.04% +21 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,480 $409K 0.07% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,470 $406K 0.02% -4 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,457 $403K 0.18% +4 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,451 $401K 0.09% -156 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,448 $400K 0.03% +5 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,446 $400K 0.02% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,445 $399K 0.16% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,444 $399K 0.03% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,439 $398K 0.16% -34 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,427 $394K 0.35% -73 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,514 $390K 0.04% -66 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,412 $390K 0.47% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,407 $390K 0.08% +15 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,474 $390K 0.04% +187 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,408 $389K 0.07% +142 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,405 $388K 0.02% 0 13F-HR Timeline Group Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,405 $388K 0.09% +112 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,401 $387K 0.19% +58 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,401 $387K 0.31% -86 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,400 $387K 0.1% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,400 $387K 0.45% 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,390 $385K 0.14% -120 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,390 $384K 0.36% +145 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,387 $383K 0.26% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,382 $382K 0.19% +40 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,380 $381K 0.27% -20 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,375 $380K 0.08% 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 1,371 $379K 0.06% +600 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,363 $377K 0.01% +197 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,359 $375K 0.14% +76 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,354 $375K 0.01% +15 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,358 $375K 0.03% +95 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,356 $374K 0.12% +18 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,352 $373K 0.01% +91 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,347 $372K 0.02% -100 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,440 $371K 0.37% +58 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,340 $370K 0.02% +126 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 1,340 $370K 0.28% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,328 $367K 0.01% +72 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 1,325 $366K 0.27% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,324 $366K 0.07% +4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,317 $365K 0.09% +79 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,316 $364K 0.01% +450 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,314 $363K 0.07% +36 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,310 $362K 0.02% -19 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,185 $361K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,302 $360K 0.09% 0 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,300 $359K 0.13% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,293 $357K 0.2% +75 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,290 $356K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,279 $353K <0.01% -621 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,275 $352K 0.19% -130 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,273 $352K 0.03% -408 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,271 $351K 0.12% -99 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,264 $349K 0.04% -194 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,251 $346K 0.22% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,249 $345K 0.08% -25 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,247 $345K 0.05% +370 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,243 $343K 0.07% +335 13F-HR Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,240 $343K 0.2% +100 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,238 $342K 0.04% +192 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,236 $342K 0.02% +364 13F-HR/A Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,236 $341K 0.04% +151 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,231 $340K 0.04% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,229 $340K 0.1% 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,224 $338K 0.1% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,220 $337K 0.25% -90 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,220 $337K 0.06% -48 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,220 $337K 0.26% -10 13F-HR/A Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,219 $337K 0.08% 0 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,217 $336K 0.28% -41 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,213 $336K 0.03% +31 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,211 $335K 0.05% -202 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,208 $334K 0.08% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,206 $333K 0.15% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,206 $333K 0.06% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,207 $332K 0.03% +370 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,196 $330K 0.11% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,192 $329K 0.02% -446 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,188 $328K 0.28% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,186 $328K 0.04% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,184 $327K 0.02% -78 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,176 $325K 0.13% 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,175 $325K 0.29% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,171 $324K 0.14% -34 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,165 $322K 0.01% +25 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,158 $320K 0.16% +11 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,152 $318K 0.1% 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,146 $317K 0.18% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,142 $316K 0.06% +150 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,204 $315K 0.05% +58 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,140 $315K 0.01% -68 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,126 $312K 0.03% +187 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,128 $312K 0.02% -241 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,124 $311K 0.02% +126 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,119 $309K 0.09% +111 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,118 $309K 0.23% 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,117 $309K 0.05% new 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 1,115 $308K 0.02% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,115 $308K 0.01% -22,793 13F-HR Timeline Group LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,108 $306K 0.2% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,100 $304K 0.18% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,095 $303K 0.01% -200 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,094 $302K 0.02% +30 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,093 $302K 0.15% +216 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,093 $302K 0.12% +30 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,089 $301K 0.17% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,088 $301K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,078 $298K 0.06% -5 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,076 $297K 0.03% -121 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,075 $297K 0.05% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,069 $295K 0.04% -149 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,068 $295K 0.02% +370 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,065 $294K 0.1% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,061 $293K 0.03% +400 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,058 $292K 0.17% 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,057 $292K 0.05% +3 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,051 $290K 0.02% +113 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,046 $290K 0.1% -3 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,047 $289K 0.14% +29 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,045 $289K 0.02% +57 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,040 $288K 0.02% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,043 $288K 0.27% 13F-HR Timeline