AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,650 $1.03M 0.19% +553 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,643 $1.03M 0.59% -1,906 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,587 $1.03M 0.39% +242 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,633 $1.03M 0.15% -1,296 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,628 $1.03M 0.12% +2 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,622 $1.02M 0.71% +66 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,618 $1.02M 0.04% -323 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,617 $1.02M 0.13% +660 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,610 $1.02M 0.15% +1,700 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,594 $1.01M 0.07% +6 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,589 $1.01M 0.05% +380 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,587 $1.01M 0.4% -5,138 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,583 $1.01M 0.07% -246 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,579 $1.01M 0.04% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 2,568 $1M 0.92% +1,022 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,558 $999K 0.21% +276 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 2,548 $995K 0.93% +489 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,547 $994K 0.15% +631 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,545 $994K 0.19% -584 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,524 $985K 1.31% -477 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,519 $983K 0.02% +283 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,512 $981K 0.18% -289 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,509 $980K 0.25% -36 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,505 $978K 0.08% +53 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,494 $974K 0.04% +364 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,488 $971K 0.42% +577 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,488 $971K 0.01% +115 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,481 $969K 0.02% +545 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,417 $963K 0.4% -52 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,467 $963K 0.01% -418 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,463 $962K 0.02% -2,778 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,449 $956K 0.01% -616 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 2,433 $950K 0.1% +1,151 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,430 $949K 0.17% +925 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,426 $947K 0.07% +156 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,421 $945K 0.01% +211 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,414 $942K 0.88% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,674 $942K 0.06% +326 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,394 $935K 0.05% +55 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,383 $930K 0.03% +208 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,371 $925K 0.14% -26 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,360 $921K 0.06% -60 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 2,360 $921K 1.02% -49 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,353 $919K 0.25% +260 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,345 $916K 0.01% -262 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,185 $914K 0.03% +143 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,336 $912K 0.07% +854 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,336 $912K 0.47% +242 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,328 $909K 0.06% +137 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,328 $909K 0.12% +403 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,323 $907K 0.68% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,321 $906K 0.01% +110 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,321 $906K <0.01% -18,872 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,313 $903K 0.08% -101 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,306 $900K 0.07% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,306 $900K 0.07% +73 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,292 $895K 0.37% +28 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,290 $894K 0.29% +9 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 2,288 $893K 0.09% +77 13F-HR Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,285 $892K 0.76% +244 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,279 $890K 0.05% +10 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,278 $889K 0.63% 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,275 $888K 0.08% -2,382 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,275 $888K 0.07% -140 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,271 $887K 0.03% +318 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,246 $877K 0.05% new 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,233 $872K 0.15% +64 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,227 $869K 0.57% -16 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,227 $869K 0.01% +974 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,221 $867K 0.8% +206 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,221 $867K 0.09% +109 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,221 $867K 1.43% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,205 $861K 0.03% -165 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,204 $860K 0.17% +1,695 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,199 $859K 0.05% +32 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,190 $855K 0.57% +145 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,176 $850K 0.1% +292 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,169 $847K 0.05% +1,019 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,166 $846K 0.06% -78 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,169 $845K 0.01% +563 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,160 $843K 0.61% +426 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,156 $842K 0.36% +63 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,143 $837K 0.09% +48 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,131 $832K 0.07% +98 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,113 $825K 0.05% -1,457 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 2,108 $823K 0.44% +1,869 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,098 $819K 0.11% -71 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,097 $819K 0.04% +39 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,091 $816K 0.01% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,082 $813K 0.31% -2,916 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,061 $805K 0.44% +40 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,053 $802K 0.31% -1,149 13F-HR Timeline City State Bank More: the full row for City State Bank 2,052 $801K 0.21% +350 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,050 $800K 0.01% +50 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,050 $800K 0.33% +1,396 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,049 $800K 0.01% +64 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,028 $792K 0.03% +107 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,026 $791K 0.04% +577 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,018 $788K 0.68% +128 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,015 $787K 0.03% -96,344 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,008 $784K 0.07% +152 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,007 $784K 0.08% +376 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,002 $782K 0.11% +960 13F-HR Timeline TOBAM More: the full row for TOBAM 1,998 $780K 0.2% -871 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,996 $779K 0.67% +32 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,993 $778K 0.43% +120 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,988 $776K 0.16% +7 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,986 $775K 0.11% +126 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,974 $771K 0.08% +7 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,969 $769K 0.23% +9 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,967 $768K 0.14% +405 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,953 $762K 0.28% -423 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,952 $762K 0.05% -35 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,949 $761K 0.68% -72 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,930 $753K 0.09% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,927 $752K 0.48% +30 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,918 $749K 0.18% +95 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,915 $748K 0.1% +66 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,909 $745K 0.14% -155 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 1,905 $744K 0.26% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,901 $742K 0.05% -6 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,898 $741K 0.02% +9 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,886 $736K 0.09% +55 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,880 $734K 0.09% +291 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,878 $733K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,876 $732K 0.04% +1,055 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,866 $729K 0.06% +285 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,866 $729K 0.1% +461 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,860 $726K 0.32% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,854 $724K 0.01% -939 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,853 $723K 0.15% +6 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 1,850 $722K 0.04% +350 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,845 $720K 0.02% -474 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,839 $718K 0.15% +110 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,828 $714K 0.09% -183 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,826 $713K <0.01% -606,914 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,826 $713K 0.5% +124 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,816 $709K 0.25% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,813 $708K 0.04% -9 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,807 $705K 0.1% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,796 $701K 0.47% +24 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,792 $700K 0.06% -298 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,792 $700K 0.49% +722 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,791 $699K 0.31% -41 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,791 $699K 0.15% 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,790 $699K 0.03% +80 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,786 $697K 0.11% +179 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,770 $691K 0.09% +115 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,770 $691K 0.08% -49 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,762 $688K 0.01% +3 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,761 $688K 0.06% -754 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,761 $688K 0.07% -459 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,760 $687K 0.36% +55 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,756 $686K 0.08% +163 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,753 $684K 0.72% +93 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,739 $679K 0.28% +72 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,283 $677K 0.01% +151 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,733 $677K 0.5% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,726 $674K 0.32% +456 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,721 $672K 0.26% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,715 $670K 0.03% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,713 $669K 0.03% -87,705 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,711 $668K 0.05% +55 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,708 $667K 0.39% +663 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,708 $667K 0.32% -3,722 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,707 $666K 0.01% +1,250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAP Partners, LLC More: the full row for CAP Partners, LLC 1,702 $664K 0.38% +70 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,699 $663K 0.19% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,695 $662K 0.09% +945 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,695 $662K 0.07% -96 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,688 $659K 0.36% +781 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,688 $659K 0.01% -109 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,676 $654K 0.1% -190 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,665 $650K 0.16% +1,080 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,664 $650K 0.03% -10 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,659 $648K +20 Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,652 $645K 0.1% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,642 $641K 0.11% +432 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,640 $640K 0.04% +120 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,640 $640K 0.41% +119 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,638 $639K 0.01% -20 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,598 $624K 0.04% -6,408 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,597 $623K 0.01% +103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,595 $623K 0.12% +75 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,591 $621K 0.03% +13 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,589 $620K 0.04% -145 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,587 $620K 0.1% -14 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,581 $617K 0.08% -3,362 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,580 $617K 0.03% +64 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,560 $609K 0.2% -180 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,545 $603K 0.03% -62 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 1,545 $603K 0.73% -23 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,545 $603K 0.37% -47 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,542 $602K 0.06% +7 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,540 $601K 0.03% +54 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,540 $601K 0.06% +278 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,537 $600K 0.03% -2,393 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,529 $597K 0.17% +99 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,523 $595K 0.17% -92 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,520 $593K 0.04% -123 13F-HR Timeline