SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,085 $552K 0.07% -165 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,060 $550K 0.01% -1,018 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,026 $547K 0.01% -508 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,961 $541K <0.01% +4,040 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 6,228 $540K 0.19% +1,136 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,947 $540K 0.02% +50 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,929 $538K 0.01% -818 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,889 $534K 0.02% +730 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,884 $534K -93 Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,870 $533K 0.21% -2,839 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,856 $531K <0.01% +406 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,855 $531K 0.14% +3,222 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,853 $531K 0.01% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,848 $531K 0.13% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,823 $528K 0.07% -669 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,788 $525K 0.03% -846 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,781 $525K -1,413 Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,755 $522K 0.11% +711 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,770 $518K 0.05% +3,000 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,574 $507K 0.01% 0 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 5,582 $507K 0.06% -1,766 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,570 $506K 0.07% -3,140 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,531 $502K 0.11% -250 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,686 $498K <0.01% -3,576 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,479 $497K 0.17% -22 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,435 $493K 0.22% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,395 $490K 0.01% -458 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,394 $490K 0.02% +1,206 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5,385 $489K 0.08% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,360 $486K 0.02% -325 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,345 $485K 0.02% +211 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 5,342 $485K 0.04% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,304 $481K 0.02% +87 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 5,304 $481K 0.04% +982 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,271 $478K 0.18% -150 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,264 $477K 0.03% +385 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 5,224 $474K 0.01% -1,330 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,200 $472K 0.1% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,132 $466K 0.12% +651 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,123 $465K 0.18% -1,438 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,118 $465K 0.02% -228 13F-HR/A Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 5,110 $464K 0.45% +850 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,056 $459K 0.01% -494 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,043 $458K 0.11% -1,349 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,034 $457K 0.02% -329 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,010 $455K 0.1% 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,001 $454K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,997 $454K 0.01% -1,003 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,953 $442K 0.04% -968,232 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,853 $440K 0.04% -371 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,805 $436K 0.03% -9,884 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,754 $431K 0.06% -9,662 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,733 $430K <0.01% -756 13F-HR Timeline Group Savoie Capital LLC More: the full row for Savoie Capital LLC 4,700 $427K 0.05% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,750 $426K 0.03% -691 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,669 $424K 0.04% new 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,668 $424K 0.04% -413 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,640 $421K <0.01% -1,403 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,620 $419K 0.04% -344 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,611 $418K 0.09% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,558 $414K 0.08% +557 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,812 $413K 0.42% -527 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,497 $408K 0.12% +617 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 4,457 $405K 0.23% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,450 $404K -4,850 Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,422 $402K 0.07% -42 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,423 $401K 0.02% -544 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,409 $400K 0.26% -2,232 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,409 $400K 0.02% -618 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,395 $399K -4,572 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,384 $398K <0.01% +424 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,359 $396K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,342 $394K 0.02% -6,609 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 4,329 $393K 0.12% +95 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,310 $391K 0.31% -335 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,301 $390K 0.02% -665 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,276 $388K 0.01% new 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,295 $386K 0.01% 13F-HR Timeline Group Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 4,130 $375K 0.14% -56 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,125 $374K 0.03% -135 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,107 $373K 0.01% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,057 $368K 0.06% new 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,052 $368K 0.03% -697 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,051 $368K <0.01% +450 13F-HR Timeline Group Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,029 $366K 0.15% +483 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,008 $364K 0.09% +18 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,007 $364K 0.12% +330 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,982 $361K 0.17% -378 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,859 $350K 0.06% 0 13F-HR/A Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,859 $350K 0.02% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,857 $350K 0.22% -23 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,849 $349K 0.11% -458 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,832 $348K 0.05% +84 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,814 $346K 0.06% -318 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,768 $342K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,767 $342K 0.04% -604 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,749 $340K 0.04% -333 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,747 $340K 0.24% -206 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,734 $339K 0.06% -506 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,730 $339K 0.09% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,713 $337K <0.01% -58 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,700 $336K 0.13% -1,846 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,646 $331K <0.01% -5 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,619 $328K 0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,603 $327K 0.14% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,555 $323K 0.01% +297 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,529 $320K 0.01% -542 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 2,693 $319K 5.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,510 $319K <0.01% -1,015 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,505 $318K 0.34% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,484 $316K 0.04% -87 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,454 $313K 0.03% +953 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 3,454 $313K 0.13% -20 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,442 $312K 0.03% -187 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,440 $312K 0.09% -2,272 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,438 $312K 0.03% +42 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,429 $311K 0.01% -489 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,428 $311K 0.06% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,413 $310K 0.06% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,397 $308K 0.02% -1,029 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,396 $308K 0.01% -70 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,379 $307K 0.01% -873 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,377 $306K 0.15% -86 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,347 $304K <0.01% +1,144 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,337 $303K 0.02% -3,987 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,334 $303K 0.02% -2,199 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,523 $297K 0.01% -140 13F-HR Timeline Group Crestline Management, L.P. More: the full row for Crestline Management, L.P. 3,251 $295K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,248 $295K 0.08% -1,660 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 3,245 $295K 0.14% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,244 $294K 0.02% -570 13F-HR Timeline Group AVENIR CORP More: the full row for AVENIR CORP 3,240 $294K 0.03% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,227 $293K 0.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,202 $291K 0.06% -1,582 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,186 $289K 0.12% -25 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,181 $289K 0.04% -6,340 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,178 $288K <0.01% +440 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,154 $286K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,150 $286K 0.03% +12 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,130 $284K 0.13% -746 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,108 $282K 0.07% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,105 $282K 0.06% -2,130 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 3,080 $280K <0.01% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,080 $280K 0.05% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,051 $277K 0.07% +39 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,020 $274K 0.02% +234 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,246 $274K 0.06% +184 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,998 $272K 0.05% +238 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,948 $268K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,914 $264K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,901 $263K 0.01% -2,115 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,881 $261K 0.02% -204 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,874 $261K 0.01% -439 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,869 $260K 0.04% -619 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,860 $260K 0.04% +40 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 2,849 $259K 0.01% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,836 $257K 0.1% +21 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,835 $257K 0.23% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,831 $257K 0.01% +1,294 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 2,829 $257K 0.07% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,826 $256K 0.05% -138 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,831 $256K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,809 $255K 0.07% -1,624 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,804 $254K 0.07% -14,369 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,797 $254K 0.03% -28,866 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,785 $253K 0.01% -429 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,778 $252K 0.02% -108 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,774 $252K 0.03% +80 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,764 $251K 0.1% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,746 $249K 0.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,808 $247K 0.03% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,725 $245K 0.02% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,694 $244K 0.04% +906 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,680 $243K 0.16% +380 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,680 $243K 0.01% -1,124 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,679 $243K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,658 $241K 0.01% -250 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,633 $239K 0.22% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,599 $236K 0.01% -229 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,585 $235K 0.13% -163 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,578 $234K 0.32% -242 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,570 $233K 0.05% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,568 $233K 0.01% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,563 $233K 0.25% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 2,560 $232K 0.04% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,550 $231K <0.01% -5,125 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,543 $231K 0.08% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,540 $231K 0.05% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,522 $229K 0.04% -467 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,526 $227K 0.02% +141 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,487 $226K <0.01% +225 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,474 $225K 0.2% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,474 $225K 0.01% +173 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,449 $222K 0.12% -460 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,444 $222K 0.01% -179 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,421 $220K 0.01% -105 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,410 $219K 0.08% -40 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,391 $217K 0.02% -2,293 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,388 $217K 0.04% -1,864 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,382 $216K 0.19% new 13F-HR Timeline