Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,017 $247K 0.01% +122 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 6,007 $247K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,005 $247K 0.02% -206 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 6,000 $246K 0.01% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,000 $246K 0.08% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,000 $246K 0.03% -1,926 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,000 $246K 0.09% -1,500 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,997 $246K 0.04% -669 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,987 $246K 0.03% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,962 $245K 0.05% +652 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,953 $244K 0.03% -124 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,919 $243K 0.02% -3,691 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,677 $241K 0.21% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,873 $241K 0.02% -77 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,872 $241K 0.06% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,865 $241K 0.15% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,863 $241K 0.05% -151 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,292 $240K 0.11% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 5,853 $240K 0.08% -5 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,853 $240K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,849 $240K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,834 $240K 0.02% +309 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,832 $239K 0.03% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,829 $239K 0.06% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,828 $239K 0.07% +2 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,824 $239K 0.01% -2,660 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,821 $239K 0.03% -76 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,786 $238K 0.02% +19 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,772 $237K 0.04% +490 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,764 $237K 0.02% -15,667 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,747 $236K 0.04% -8,818 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,730 $235K 0.02% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,717 $235K 0.04% -469 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 5,706 $234K 0.02% +99 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 5,702 $234K 0.22% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,702 $234K 0.06% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,700 $234K 0.08% -3,498 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 5,700 $234K 0.06% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,691 $234K 0.25% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,636 $233K 0.04% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,657 $232K 0.03% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,600 $230K 0.17% -400 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 5,600 $230K 0.06% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,596 $230K 0.03% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,575 $229K 0.02% +18 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,555 $228K 0.04% +1,853 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,532 $227K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,530 $227K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,521 $227K 0.06% -174 13F-HR Timeline GAMCO Investors (Gabelli) group of 3 filers holding More: the full row for GAMCO Investors (Gabelli) 5,512 $226K -116,338 Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,502 $226K 0.04% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,492 $225K 0.06% new 13F-HR/A Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,489 $225K 0.11% -943 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,483 $225K 0.1% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,450 $224K 0.01% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,424 $223K 0.05% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,422 $223K 0.05% -262 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 4,895 $222K 0.08% new 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 5,417 $222K 0.11% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,393 $221K <0.01% new 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 5,400 $221K 0.01% new 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 5,381 $221K 0.22% -525 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,364 $220K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,354 $220K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,351 $220K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,346 $219K <0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,341 $219K 0.02% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 5,330 $219K 0.01% new 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,301 $218K 0.12% +17 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,288 $217K 0.05% -868 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,290 $217K 0.05% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,280 $217K <0.01% new 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,278 $217K 0.04% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,267 $216K <0.01% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,250 $216K 0.06% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,234 $215K 0.12% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,827 $214K 0.02% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,221 $214K 0.14% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,218 $214K 0.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,194 $213K 0.03% -21,698 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,189 $213K 0.11% -523 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,189 $213K 0.03% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,177 $213K 0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,169 $212K 0.01% +412 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,168 $212K 0.01% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,166 $212K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,119 $212K 0.14% -390 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,162 $212K 0.01% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,936 $211K 0.02% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,132 $211K 0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,128 $211K 0.03% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,114 $210K 0.03% new 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 5,095 $209K 0.07% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,085 $209K 0.04% +2,107 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,077 $208K 0.01% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,065 $208K 0.12% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 4,679 $208K 0.08% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,031 $207K 0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,042 $207K 0.15% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,031 $207K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,001 $205K 0.07% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,001 $205K 0.01% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 5,000 $205K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,978 $204K 0.31% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,974 $204K 0.04% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,968 $204K 0.03% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,967 $204K 0.02% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,960 $204K 0.08% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,952 $203K 0.03% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,952 $203K 0.18% +11 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,950 $203K 0.01% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,946 $203K 0.12% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,974 $203K 0.13% +26 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,934 $203K 0.12% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,932 $202K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,901 $201K 0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,901 $201K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,752 $201K 0.01% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,886 $201K 0.06% -21,804 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,885 $201K 0.06% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,874 $200K 0.03% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,740 $195K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,625 $190K 0.05% +16 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,375 $180K 0.17% +471 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,318 $177K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,280 $176K 0.02% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 4,200 $172K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,100 $168K 0.07% 0 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,000 $164K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,893 $160K 0.1% -102 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,850 $158K 0.04% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,800 $156K 0.07% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,747 $154K 0.09% -1,573 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,745 $154K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,695 $152K 0.08% -360 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,684 $151K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,645 $150K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,642 $150K 0.02% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,607 $148K 0.01% -1,115 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,600 $148K 0.03% +3,424 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,594 $148K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,580 $147K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,520 $146K 0.07% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,549 $146K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,547 $146K 0.03% +8 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,510 $144K 0.09% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,480 $143K 0.01% -1,035 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,440 $141K 0.02% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,423 $141K 0.15% +1,404 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,419 $140K 0.03% +603 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,410 $140K 0.08% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,400 $140K 0.14% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,239 $133K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,177 $130K 0.01% +675 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,162 $130K 0.1% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,150 $129K <0.01% -12 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,150 $129K 0.37% -6,789 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,078 $126K 0.01% +746 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,067 $126K 0.11% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,047 $125K 0.01% -52 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,015 $124K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,000 $123K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,976 $122K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,850 $120K <0.01% -170 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,931 $120K 0.01% -595 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,925 $120K 0.06% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,685 $117K 0.05% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,842 $117K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,537 $115K 0.08% +10 13F-HR/A Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 2,761 $113K 0.06% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 111,914 $112K 0.02% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,700 $111K 0.08% 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,700 $111K 0.06% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,676 $110K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,656 $109K 0.01% +10 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,641 $108K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,617 $107K 0.01% +133 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,605 $107K 0.01% +1 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,581 $106K 0.01% new 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,351 $106K 0.01% +217 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,509 $103K 0.01% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,490 $102K 0.06% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,454 $101K <0.01% -150 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,450 $101K 0.03% +2,431 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,433 $99.9K 0.01% -1,335 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,341 $96.5K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,307 $94.7K 0.02% -45 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,298 $94.3K 0.05% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,301 $94K <0.01% +77 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,286 $93.8K 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,252 $92.5K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,199 $90.3K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,188 $89.8K 0.03% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,190 $89K 0.07% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,189 $89K 0.02% +287 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,163 $88.8K 0.03% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,163 $88.8K 0.03% +2,115 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,181 $87K 0.07% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,100 $86.2K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,096 $86K 0.01% 0 13F-HR Timeline