JMN Financial LLC More: the full row for JMN Financial LLC 970 $305K 0.3% +315 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 969 $304K 0.01% -84 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 958 $301K 0.03% -25 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 958 $301K 0.01% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 956 $300K 0.19% +5 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 955 $300K 0.11% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 955 $300K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marble Wealth, LLC More: the full row for Marble Wealth, LLC 955 $300K 0.05% -284 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 951 $299K 0.02% +157 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 950 $298K 0.07% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 949 $298K 0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 938 $295K 0.03% +344 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 937 $294K 0.16% +41 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 936 $294K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 931 $292K 0.01% -101 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 922 $290K <0.01% -2 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 920 $289K 0.15% 0 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 919 $289K 0.01% -28 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 918 $288K 0.06% -8 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 915 $287K 0.13% -190 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 915 $287K 0.05% +6 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 914 $287K <0.01% -591 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 910 $286K 0.04% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 906 $284K 0.14% +869 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 903 $284K 0.01% +8 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 900 $283K 0.11% -1 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 895 $281K <0.01% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 894 $281K 0.08% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 892 $280K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 889 $279K 0.03% -301 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 878 $279K 0.02% +26 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 888 $279K 0.18% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 884 $278K <0.01% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 883 $277K 0.03% +21 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 882 $277K 0.24% +65 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 882 $277K 0.06% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 879 $276K 0.03% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 870 $273K 0.05% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 868 $272K <0.01% +342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 862 $271K 0.09% -43 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 799 $270K 0.01% -21 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 845 $265K 0.05% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 844 $265K 0.02% +50 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 844 $265K 0.03% +64 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 843 $265K 0.04% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 841 $264K 0.01% +20 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 836 $263K 0.01% -2,241 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 833 $262K <0.01% new 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 826 $259K 0.01% -151 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 825 $259K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 822 $258K <0.01% -8,628 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 820 $258K 0.04% -13 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 820 $258K 0.03% +89 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 811 $255K 0.01% -34 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 808 $254K 0.04% -1,021 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 804 $253K 0.02% -67 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 804 $253K <0.01% -107 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 803 $252K 0.03% -16,356 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 800 $251K 0.12% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 798 $251K <0.01% -59 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 797 $250K 0.03% -1,308 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 790 $248K 0.02% -309 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 786 $247K 0.01% -6 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 785 $247K 0.27% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 783 $246K 0.01% +31 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 780 $245K 0.06% 0 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 778 $244K 0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 777 $244K 0.11% -845 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 19,175 $244K 0.16% +200 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 776 $244K 0.01% -33 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 772 $243K 0.03% -12 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 772 $243K 0.11% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 766 $241K 0.01% -16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 764 $240K <0.01% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 764 $240K 0.16% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 763 $240K 0.09% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 763 $240K 0.03% +122 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 758 $238K 0.02% -404 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 753 $237K 0.11% 0 13F-HR Timeline American Trust More: the full row for American Trust 752 $236K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 749 $235K 0.02% -32 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 748 $235K 0.04% +15 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 746 $234K 0.07% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 745 $234K 0.01% +25 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 743 $233K 0.17% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 743 $233K 0.04% -891 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 742 $233K 0.02% -392 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 737 $232K 0.14% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 735 $231K <0.01% +4 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 734 $231K 0.01% +2 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 734 $231K 0.07% +23 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 733 $230K 0.12% -72,511 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 731 $230K 0.01% +1 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 729 $229K 0.08% +2 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 727 $228K 0.04% +63 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 724 $227K 0.03% +18 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 720 $226K 0.02% +134 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 716 $225K 0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 716 $225K 0.13% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 712 $224K 0.02% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 712 $224K 0.32% -35 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 712 $224K 0.13% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 710 $223K 0.14% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 703 $221K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 701 $220K 0.01% -1 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 700 $220K 0.05% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 700 $220K 0.04% +8 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 678 $219K 0.01% -34 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 695 $218K 0.15% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 688 $216K 0.01% -21 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 686 $216K 0.02% +5 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 691 $214K 0.01% -1,451 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 681 $214K 0.06% +65 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 677 $213K 0.03% +252 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 675 $212K 0.01% +17 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 675 $212K 0.02% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 674 $212K 0.03% +36 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 682 $210K 0.13% -3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 669 $210K <0.01% -624 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 664 $209K 0.03% -2 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 665 $209K <0.01% 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 663 $208K 0.01% new 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 661 $208K 0.05% +24 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 660 $207K 0.02% +12 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 659 $207K 0.1% +10 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 644 $206K 0.09% -14 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 651 $205K 0.01% +9 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 651 $205K 0.01% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 650 $204K 0.13% -1 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 650 $204K 0.02% -147 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 646 $203K 0.11% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 645 $203K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 643 $202K 0.07% +53 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 643 $202K 0.01% -100 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 640 $201K 0.01% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 637 $200K 0.06% -2,113 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 637 $200K 0.13% new 13F-HR Timeline City State Bank More: the full row for City State Bank 636 $200K 0.05% +10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 634 $199K 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 630 $198K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 626 $197K 0.01% +6 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 620 $195K 0 Timeline MidFirst Bank More: the full row for MidFirst Bank 607 $191K 0.02% -647 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 605 $190K 0.01% -474 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 584 $183K 0.11% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 560 $176K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 530 $168K 0.11% +45 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 529 $166K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $160K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 500 $157K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 500 $157K 0.04% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 497 $156K 0.14% +42 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 472 $148K 0.08% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 428 $134K 0.04% +21 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 413 $133K <0.01% +13 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 407 $132K 0.1% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 420 $132K 0.03% +322 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 417 $131K 0.1% -55 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 415 $130K 0.05% -82 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 414 $130K 0.01% +338 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 400 $126K 0.12% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 400 $126K 0.02% +1 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 386 $121K 0.02% -44 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 381 $120K 0.03% +102 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 380 $119K 0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 364 $114K 0.01% +2 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 362 $113K 0.05% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $112K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 350 $110K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 339 $106K 0.01% 0 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 333 $105K <0.01% +88 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,620 $103K 0.02% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 324 $102K 0.02% -102 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 324 $102K 0.05% +318 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 323 $101K <0.01% -25,255 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 40,000 $99.8K 0.08% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 317 $99.6K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 315 $99K 0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 311 $97.7K 0.07% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 309 $97.1K 0.01% -43 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 300 $95.3K 0.02% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 300 $94K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 297 $93.3K 0.01% +94 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 296 $93K 0.04% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 291 $91.6K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 278 $87.3K <0.01% -25 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 275 $86.4K 0.05% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 272 $85.4K <0.01% -68 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 267 $83.9K 0.01% +51 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 253 $79.5K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $79K 0.02% +10 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 250 $78.5K 0.06% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 240 $75.4K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 240 $75K 0.05% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 227 $71.3K 0.04% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 217 $68.2K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 217 $68K 0.03% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 216 $67.8K <0.01% +9 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 211 $66.2K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 204 $64.1K <0.01% -19 13F-HR Timeline