Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,239 $295K 0.02% -972 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,239 $295K 0.02% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,228 $293K 0.05% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,224 $292K 0.03% +1,067 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,214 $289K 0.05% 0 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,202 $286K 0.12% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,200 $286K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,187 $283K 0.01% new 13F-HR/A Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,175 $280K 0.04% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,170 $279K 0.08% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,166 $278K 0.08% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,166 $278K 0.08% -314 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,164 $277K 0.26% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,159 $276K 0.03% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,155 $275K 0.03% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 800 $275K 0.03% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,132 $270K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,133 $270K 0.02% -2,570 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,129 $269K 0.02% +45 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,127 $268K -23,859 Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,125 $268K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,120 $267K 0.01% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,119 $267K 0.02% -28,578 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,100 $262K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,095 $261K 0.02% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,090 $260K <0.01% -85,642 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,088 $259K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,083 $258K <0.01% -1,014 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,076 $256K 0.01% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,055 $251K 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,045 $249K 0.01% -280 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 1,036 $247K <0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,033 $246K 0.01% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,030 $245K 0.1% new 13F-HR Timeline American Trust More: the full row for American Trust 1,015 $242K 0.02% -502 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,014 $242K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,009 $240K 0.02% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,009 $240K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $238K 0.02% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,000 $238K 0.04% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,000 $238K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $238K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 992 $236K 0.01% -4,268 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 992 $236K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 990 $236K 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 683 $236K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 985 $235K 0.02% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 977 $233K 0.03% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 969 $231K 0.03% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 963 $229K 0.02% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 956 $228K <0.01% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 950 $226K 0.05% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 949 $226K 0.04% new 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 941 $224K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 940 $224K 0.02% -20 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 934 $222K <0.01% new 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 932 $222K 0.03% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 930 $222K 0.02% -405 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 913 $217K 0.05% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 900 $214K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 900 $214K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 895 $213K 0.03% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 895 $213K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 894 $213K <0.01% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 876 $209K 0.16% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 874 $208K 0.05% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,121 $207K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 862 $205K <0.01% new 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 846 $202K 0.01% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 844 $201K 0.08% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 840 $200K 0.06% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 815 $194K 0.13% -944 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 813 $194K 0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 875 $192K 0.01% +221 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 800 $191K 0.03% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 777 $185K 0.09% -253 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 722 $172K <0.01% -5,138 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 718 $171K <0.01% -21 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 708 $169K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 698 $166K <0.01% -2,032 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 677 $161K 0.01% +221 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 676 $161K <0.01% +128 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 672 $160K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 614 $159K 0.01% -61 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 647 $154K 0.04% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 641 $153K 0.06% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 637 $152K <0.01% +402 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 619 $147K <0.01% +11 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 615 $147K <0.01% +160 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 600 $143K 0.07% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 610 $135K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 564 $134K 0.01% +110 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 557 $133K 0.03% -303 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 548 $131K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 462 $127K <0.01% -7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 502 $124K 0.08% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 498 $123K 0.03% +403 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 509 $121K 0.05% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 504 $120K 0.01% -90 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $119K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 488 $116K 0.07% +400 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 481 $115K +331 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 477 $114K 0.01% -53 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 472 $112K 0.08% -315 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 461 $110K <0.01% +458 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 460 $110K 0.03% -7,753 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 439 $109K 0.01% -118 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 455 $108K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 449 $107K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 443 $106K 0.02% -376 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 435 $104K 0.02% +185 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 401 $102K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 422 $101K 0.02% new 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 300 $99K 0.08% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,496 $97.2K 0.03% +1,100 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $95.3K 0.04% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 392 $93.4K 0.02% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 356 $84.8K <0.01% -12,282 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 350 $83.4K 0.04% -150 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 348 $82.9K 0.03% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 325 $77.4K 0.07% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 300 $71.5K 0.01% 0 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 281 $66.9K 0.09% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 268 $63.8K 0.01% +13 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 260 $61.9K 0.01% +238 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 258 $61.5K 0.03% +236 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 250 $59.6K 0.01% -20 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 247 $59K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 241 $57.4K 0.01% -1,952 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 232 $55.3K 0.01% +102 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 220 $52.4K 0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 218 $51.9K <0.01% 0 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 207 $49.3K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 206 $49.1K <0.01% +76 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 170 $48.3K 0.05% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 194 $46.2K 0.02% -100 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 192 $45.7K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 187 $44.5K <0.01% +161 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 187 $44.5K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 180 $42.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 160 $40.5K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 161 $38.4K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 97 $38.3K 0.02% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 158 $38K <0.01% new 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 159 $37.9K 0.02% -60 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 158 $37.6K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 157 $37.4K <0.01% +9 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 151 $36K <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 144 $34.3K <0.01% -687 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 141 $33.6K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 133 $31.7K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 130 $31K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 123 $29.3K <0.01% -9 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 121 $28.8K <0.01% +65 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 121 $28.8K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 121 $28.8K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 117 $27.9K 0.01% +112 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 116 $27.6K 0.01% -25 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 110 $26.2K <0.01% +3 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 108 $25.7K 0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 115 $25.3K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 106 $25.2K <0.01% +72 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 101 $24.1K 0.02% -6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $23.8K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 100 $23.8K 0.01% new 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 100 $23.8K 0.02% 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 99 $23.6K 3.06% -3,124 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 96 $22.9K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 95 $22.6K <0.01% +20 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 95 $22.6K 0.01% +51 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 94 $22.4K 0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 91 $21.7K 0.01% +3 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 91 $21.7K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 86 $20.5K <0.01% new 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 81 $19.3K 0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 81 $19.3K 0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 80 $19.1K 0.02% +6 13F-HR/A Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 75 $17.9K <0.01% -75 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 60 $16.7K 0.02% -38 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 67 $16.1K <0.01% +9 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 67 $16K <0.01% +62 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 57 $13.6K 0.01% +24 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 52 $12K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $11.9K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 50 $11.9K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 49 $11.7K <0.01% +40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $11.4K <0.01% +27 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 45 $10.7K <0.01% -10 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 45 $10.7K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 45 $10.7K 0.01% -208 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 32 $10.6K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 44 $10.5K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 44 $10.5K 0.01% +12 13F-HR Timeline BAYBAN More: the full row for BAYBAN 44 $10.5K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 42 $10K <0.01% -2,995 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 42 $10K <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 44 $10K <0.01% -121 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 35 $8.34K 0.01% -4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 35 $8.34K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $8.1K <0.01% +10 13F-HR Timeline