Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,635 $541K 0.01% +1,952 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 8,628 $541K 0.46% +223 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 8,327 $534K 0.33% +2,006 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,186 $513K 0.01% 0 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,136 $510K 0.14% -70 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 8,058 $505K 0.13% -137,933 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,056 $505K 0.16% +30 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,035 $504K 0.07% +587 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,006 $502K 0.01% +46 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,000 $501K 0.06% +4,000 13F-HR Timeline Group Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 8,000 $501K 0.46% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,956 $499K 0.18% +2,040 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,883 $494K 0.04% -3,497 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,800 $489K -2,300 Timeline Betterment LLC More: the full row for Betterment LLC 7,785 $488K <0.01% +867 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,576 $476K 0.17% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,532 $472K 0.24% +344 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,519 $471K 0.08% +560 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 7,407 $470K 0.17% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,395 $464K <0.01% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,333 $462K 0.15% +229 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 7,356 $461K 0.24% +250 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,453 $461K <0.01% +353 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,350 $461K 0.02% -122 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,335 $460K 0.01% +33 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,288 $457K 0.04% +1 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,255 $455K <0.01% -750 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,215 $452K <0.01% -2,466 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,208 $452K 0.02% +31 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,207 $452K 0.07% +420 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,200 $451K <0.01% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,096 $445K 0.02% +593 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,081 $444K 0.29% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,046 $442K <0.01% -313 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,018 $440K <0.01% -86 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,006 $439K 0.05% new 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 6,933 $435K 0.01% -282 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,920 $434K 0.01% -322 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,919 $434K <0.01% -136 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,919 $434K 0.03% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,875 $431K 0.37% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,816 $427K 0.03% +10 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,769 $424K 0.05% +102 13F-HR/A Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 6,744 $423K 0.3% -5 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,208 $419K 0.09% +2,479 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,686 $419K 0.15% -1,075 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,631 $416K 0.21% +922 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,625 $415K 0.03% +416 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 6,595 $413K 0.1% -1,287 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,499 $407K 0.02% -50 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,498 $407K 0.08% +12 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,468 $405K 0.78% -1,425 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,423 $403K 0.12% -700 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,371 $399K 0.01% +1,375 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,361 $399K 0.1% +106 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 6,284 $394K 0.16% -134 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,283 $394K 0.13% +5 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,271 $393K 0.33% -16,896 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,223 $390K 0.03% -345 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 6,073 $381K 0.18% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,256 $380K 0.07% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,983 $375K 0.04% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,970 $374K 0.13% +912 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,502 $370K 0.17% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,871 $368K 0.06% +10 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,780 $364K 0.02% +1,460 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,753 $361K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,640 $354K 0.09% -535 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,636 $353K 0.04% -299 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,597 $353K 0.17% +2,611 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,575 $349K 0.03% +1,130 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,476 $343K 0.36% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,407 $339K <0.01% +217 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,376 $337K 0.02% new 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,373 $337K 0.05% +1,004 13F-HR/A Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,325 $334K 0.05% +750 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,836 $327K 0.03% -641 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,150 $323K 0.05% -2,369 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 5,100 $320K 0.2% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,098 $320K 0.02% +455 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,089 $319K 0.02% +574 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,066 $318K 0.09% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,050 $317K <0.01% +141 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,000 $313K 0.03% +2 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,982 $312K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,926 $309K 0.06% +6 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,920 $308K 0.08% +681 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,879 $306K <0.01% +260 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,871 $305K 0.3% +165 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,973 $302K 0.02% +756 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,750 $298K 0.06% -4,750 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,540 $296K 0.1% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 4,683 $294K 0.18% +7 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,671 $293K 0.09% -293 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,663 $292K 0.1% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,649 $291K <0.01% new 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,620 $290K 0.07% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,600 $288K 0.09% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,598 $288K 0.02% -3,064 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,595 $288K 0.01% 0 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,557 $286K 0.03% +4 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,545 $285K 0.14% +1,158 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,541 $285K 0.01% -224 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 4,540 $284K +1,521 Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,518 $283K 0.08% new 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,512 $283K <0.01% +209 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,505 $282K 0.05% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,453 $279K <0.01% -23 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 4,387 $275K 0.11% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,353 $273K 0.14% +360 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,348 $273K 0.06% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,802 $272K 0.11% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,329 $271K <0.01% +8 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,297 $269K 0.17% -499 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,125 $266K 0.02% -51,008 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,236 $266K 0.03% -26 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,234 $265K <0.01% +2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,221 $265K 0.04% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,167 $261K <0.01% -144 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,166 $261K 0.02% +106 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,164 $261K <0.01% -12,789 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 4,158 $261K 0.11% 0 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,121 $258K 0.04% -140 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,104 $257K 0.08% -139,569 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,104 $257K 0.11% +700 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,900 $256K 0.01% -102 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,004 $251K <0.01% +653 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,992 $250K 0.02% -338 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,962 $248K <0.01% -27 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 3,879 $243K 0.16% new 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,872 $243K 0.26% +92 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,815 $242K 0.08% +40 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,804 $240K 0.01% -85 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,831 $240K <0.01% +876 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,807 $239K 0.07% -42 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,788 $237K 0.05% +5 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,775 $237K 0.04% -22 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,775 $237K 0.16% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,761 $236K 0.08% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 3,758 $236K 0.06% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,743 $235K 0.02% -13,952 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,728 $234K 0.01% +531 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,700 $232K 0.01% -2,455 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,651 $229K 0.12% +3 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,642 $228K 0.11% +5 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,626 $227K 0.07% +6 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,613 $226K 0.1% +506 13F-HR/A Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,600 $226K 0.05% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,600 $226K <0.01% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,587 $225K 0.16% +413 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,586 $225K 0.34% -298 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,552 $223K 0.1% +901 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,536 $222K 0.06% +657 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,462 $217K 0.02% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,460 $217K 0.05% -581 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,457 $217K 0.05% +522 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,456 $217K 0.12% +105 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,456 $217K 0.02% +424 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,435 $215K 0.01% -2,024 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,425 $215K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,410 $214K 0.02% +3,051 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 3,400 $213K 0.09% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,324 $208K 0.11% +200 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,321 $208K 0.04% +170 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,320 $208K 0.03% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,320 $208K <0.01% -859 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 3,318 $208K <0.01% new 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,281 $206K 0.07% +1 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,261 $204K 0.06% -10,844 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,242 $203K 0.04% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,236 $203K 0.04% -107 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,173 $199K <0.01% +1,246 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,100 $194K 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,016 $189K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,010 $189K 0.06% +208 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,931 $184K 0.14% +1 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,870 $183K <0.01% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,902 $182K 0.15% -806 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,853 $179K 0.06% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,707 $170K 0.07% -285 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,676 $168K 0.01% -226 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,598 $163K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,595 $163K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,400 $150K 0.01% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,383 $149K 0.04% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,383 $149K 0.04% +556 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,148 $135K 0.02% 0 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 1,860 $133K 0.11% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,028 $127K 0.06% +1,189 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,020 $127K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,990 $125K 0.03% -149 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,973 $124K <0.01% -96 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 1,948 $122K 0.08% +4 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,937 $121K <0.01% -1,726 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,883 $118K 0.05% +4 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,866 $117K 0.01% +27 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,857 $116K 0.11% -454 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,852 $116K 0.12% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,851 $116K 0.04% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 1,758 $110K 0.1% 13F-HR Timeline