Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,989 $1.86M 0.25% +21 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,977 $1.85M 0.6% +38 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,975 $1.85M 0.48% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,971 $1.84M 0.2% +139 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,971 $1.84M 0.36% -22 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,970 $1.84M 0.04% +108 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,970 $1.84M 0.15% +1,519 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,970 $1.84M 0.65% +65 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,931 $1.84M 0.71% +197 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,967 $1.84M 0.19% +67 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,962 $1.84M 1.11% +36 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,961 $1.83M 0.08% -10 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,961 $1.83M 0.29% -28 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,960 $1.83M 0.17% +20 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,959 $1.83M 0.63% -3 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,959 $1.83M 1.67% -30 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,959 $1.83M 0.13% +152 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,958 $1.83M 0.26% -117 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,954 $1.83M 0.76% -23 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,953 $1.83M 0.83% -95 13F-HR Timeline Group Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,952 $1.83M 0.05% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,949 $1.82M 1.74% -68 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,948 $1.82M 1.63% +44 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,941 $1.82M 0.11% +102 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,941 $1.82M 0.06% -6 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,937 $1.81M 0.29% -59 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,934 $1.81M 0.56% +32 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 1,931 $1.81M 0.04% -301 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,917 $1.8M 0.27% +284 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,923 $1.8M 2.5% +30 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,921 $1.8M 0.22% +12 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,920 $1.8M 0.63% -84 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,918 $1.79M 0.12% -52 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,918 $1.79M 0.59% +65 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,917 $1.79M 0.11% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,915 $1.79M 0.49% -5 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,913 $1.79M 0.33% +69 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,910 $1.79M 0.68% 0 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 1,906 $1.78M 1.09% -37 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,905 $1.78M 0.55% -8 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,896 $1.77M 0.11% -1,577 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,895 $1.77M 0.05% +42 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,892 $1.77M 0.11% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,890 $1.77M 0.21% -12 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,889 $1.77M 0.13% -4 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,910 $1.77M 0.23% -159 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,888 $1.77M 0.13% +28 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,887 $1.77M 1.01% +16 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,871 $1.75M 0.54% +475 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,871 $1.75M 0.04% -1,242 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 1,869 $1.75M 0.18% +39 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,754 $1.75M 0.11% 0 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,868 $1.75M 0.05% +101 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,866 $1.75M 0.52% +26 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,864 $1.74M 0.11% +10 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,860 $1.74M 0.98% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,859 $1.74M 1.06% +538 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,851 $1.73M 0.17% +108 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,849 $1.73M 0.18% +60 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,848 $1.73M 1.06% +70 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,847 $1.73M 0.58% +140 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,844 $1.73M 0.52% -110 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,841 $1.72M 0.53% -15 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,840 $1.72M 2.48% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,836 $1.72M 0.31% -4 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,832 $1.71M 0.92% +146 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,829 $1.71M 0.77% -239 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,828 $1.71M 0.89% +83 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,828 $1.71M 0.05% +3 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,848 $1.71M 0.02% +351 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,826 $1.71M 0.07% +2 13F-HR/A Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,825 $1.71M 1.2% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,814 $1.7M 0.18% -82 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,813 $1.7M 0.59% +8 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,812 $1.7M 0.38% +77 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,812 $1.7M 0.62% +156 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,812 $1.69M 0.16% +102 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,812 $1.69M 0.72% +2 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,811 $1.69M 0.21% -19 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,808 $1.69M 0.2% -963 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,800 $1.68M 0.41% -940 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 1,800 $1.68M 0.57% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 1,799 $1.68M 1.38% -354 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,798 $1.68M 0.54% -20 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,794 $1.68M 0.08% +238 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,793 $1.68M 0.25% -96 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,792 $1.68M 0.09% +770 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,788 $1.67M 0.14% -16 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,782 $1.67M 0.46% -60 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,779 $1.66M 0.42% -12 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,779 $1.66M 0.27% +121 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,774 $1.66M 0.64% +66 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,773 $1.66M 0.01% +328 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,772 $1.66M 0.3% +278 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,768 $1.65M 0.14% -23 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,767 $1.65M 0.01% -334 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,765 $1.65M 0.25% -51 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,764 $1.65M 0.24% -52 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,760 $1.65M 0.84% -184 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,762 $1.65M 0.55% +25 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,761 $1.65M 0.38% +42 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,761 $1.65M 0.45% -20 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,775 $1.64M 0.36% +319 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,756 $1.64M 0.53% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,754 $1.64M 0.41% +5 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,747 $1.63M 0.64% -16 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,747 $1.63M 0.22% -41 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,743 $1.63M 0.31% -40 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,740 $1.63M 0.21% -35 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,735 $1.62M 0.06% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,735 $1.62M 0.18% -74 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,735 $1.62M 0.27% -703 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,732 $1.62M 0.4% -3 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,730 $1.62M 0.17% -80 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,730 $1.62M 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,695 $1.62M 0.09% -90 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,728 $1.62M 1.36% +152 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,724 $1.61M 0.06% +3 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,718 $1.61M 0.16% +29 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 1,717 $1.61M 0.7% -51 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,715 $1.6M 0.97% +57 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,713 $1.6M 0.06% -170 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,710 $1.6M 0.25% +35 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,710 $1.6M 0.49% +1 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,707 $1.6M 0.56% +1 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,706 $1.6M 0.31% +105 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,706 $1.6M 0.96% -29 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,705 $1.59M 0.11% +263 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,703 $1.59M 0.13% 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,700 $1.59M 0.13% +10 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,699 $1.59M 0.06% +109 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,699 $1.59M 0.16% -35 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,698 $1.59M 0.16% -385 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,594 $1.59M 0.38% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,695 $1.59M 0.17% -351 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 1,692 $1.58M 0.72% 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,688 $1.58M 0.36% 0 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 1,683 $1.57M 0.21% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,681 $1.57M 0.34% +1,100 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,681 $1.57M 0.33% +154 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,678 $1.57M 0.16% +19 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 1,677 $1.57M 0.21% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,676 $1.57M 0.31% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1,674 $1.57M 0.73% -10 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,674 $1.57M 0.51% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,674 $1.57M 0.91% +171 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,671 $1.56M 0.18% +17 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,670 $1.56M 0.86% +43 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,647 $1.56M 0.48% -127 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,666 $1.56M 0.35% 0 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,665 $1.56M 0.45% -3 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,665 $1.56M 1.2% +25 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,665 $1.56M 0.15% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,659 $1.55M 0.48% +9 13F-HR Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,655 $1.55M 0.04% +17 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 1,655 $1.55M 0.84% -67 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,640 $1.54M 1.21% +13 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 1,650 $1.54M 1.24% -1,146 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,649 $1.54M 0.47% -5 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,646 $1.54M 0.26% +237 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,645 $1.54M 0.1% +2 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,642 $1.54M 0.23% +1,437 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,639 $1.53M 0.28% +20 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,639 $1.53M 0.29% +125 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,638 $1.53M 1.06% -31 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,636 $1.53M 1.24% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,635 $1.53M 0.48% -10 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,634 $1.53M 0.08% -444 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,631 $1.53M 1.16% +75 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,630 $1.52M 0.71% -8 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,629 $1.52M 1.09% +137 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,624 $1.52M 0.81% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,619 $1.51M 0.2% -56 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,600 $1.51M 0.05% -157 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,618 $1.51M 0.38% -423 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 1,617 $1.51M 0.6% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,614 $1.51M 0.39% +41 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,613 $1.51M 0.38% -168 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,610 $1.51M 0.14% +145 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,610 $1.51M 1.04% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,609 $1.51M 0.5% +6 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,606 $1.5M 0.54% +52 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,605 $1.5M 0.27% +42 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,604 $1.5M 0.47% +4 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 1,600 $1.5M 0.17% new 13F-HR/A Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,599 $1.5M 0.46% -29 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,596 $1.49M 0.02% +24 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,594 $1.49M 0.91% -25 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,592 $1.49M 0.8% -100 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 1,592 $1.49M 1.32% +244 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,590 $1.49M 0.05% +214 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,590 $1.49M 0.11% +15 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,590 $1.49M 0.09% +51 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,589 $1.49M 1.02% -301 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,587 $1.48M 0.09% +1,307 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,582 $1.48M 1% +355 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,580 $1.48M 0.4% +48 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,577 $1.48M 0.21% -4,526 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,577 $1.48M 0.73% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,576 $1.47M 0.35% -51 13F-HR Timeline