Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 980 $456K 0.09% -99 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 978 $455K 0.13% -165 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 977 $455K 0.08% -75 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 977 $455K 0.43% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 975 $454K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 970 $452K 0.13% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 968 $451K 0.03% -2 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 965 $449K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 952 $449K 0.14% +542 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 965 $449K 0.05% +15 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 765 $448K 0.22% -12 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 962 $448K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 960 $447K 0.05% -2 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 959 $446K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 846 $446K 0.06% -93 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $446K 0.19% -954 13F-HR Timeline Amount filed as zero, left out of ratios. Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 957 $446K 0.06% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 950 $442K 0.11% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 949 $442K 0.02% +4 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 947 $441K 0.09% +122 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 946 $440K 0.09% +11 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 942 $439K 0.06% new 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 937 $436K 0.14% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 936 $436K 0.03% -19 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 935 $435K 0.23% +120 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 935 $435K 0.17% 13F-HR Timeline BANK OZK More: the full row for BANK OZK 934 $435K 0.15% +102 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 934 $435K 0.31% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 933 $434K 0.08% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 851 $433K 0.1% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 920 $433K 0.04% +8 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 925 $431K 0.13% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 924 $430K 0.03% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 920 $430K 0.19% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 921 $429K 0.26% +206 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 917 $427K 0.18% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 916 $426K 0.01% -124 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 913 $425K 0.1% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 913 $425K 0.11% -35 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 912 $425K 0.09% -70 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 908 $424K 0.1% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 909 $423K 0.41% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 909 $423K 0.03% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 909 $423K 0.23% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 907 $422K 0.06% +339 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 896 $421K 0.01% -404 13F-HR/A Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 904 $421K 0.09% -2 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 903 $420K 0.07% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 902 $420K 0.37% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 902 $420K 0.04% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 902 $420K 0.07% +468 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 901 $420K 0.11% +234 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 900 $419K 0.21% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 900 $419K 0.27% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 900 $419K 0.03% -400 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 896 $417K 0.18% 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 895 $417K 0.04% -133 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 895 $417K 0.02% +79 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 895 $417K 0.12% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 894 $416K 0.09% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 893 $416K 0.49% -200 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 784 $414K 0.06% +12 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 886 $414K 0.28% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 888 $414K 0.02% -160 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 882 $412K 0.39% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 880 $410K 0.18% +2 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 880 $410K 0.1% -6 13F-HR Timeline Group Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 880 $410K 0.39% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 880 $410K 0.02% +19 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 878 $409K 0.12% +41 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 875 $407K 0.06% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 872 $406K 0.05% -46 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 871 $406K 0.11% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 868 $404K <0.01% -91 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 868 $404K 0.13% +6 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 865 $403K 0.03% +138 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 865 $403K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 862 $401K 0.08% +78 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 861 $401K 0.34% 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 860 $400K 0.06% -6,065 13F-HR Timeline S&CO INC More: the full row for S&CO INC 860 $400K 0.02% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 856 $399K 0.11% -8 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 856 $398K 0.12% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 853 $398K 0.02% +27 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 854 $398K 0.02% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 850 $396K 0.18% +15 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 848 $395K 0.12% 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 847 $394K 0.12% -207 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 846 $394K 0.16% +3 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 846 $394K 0.03% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 846 $394K 0.18% -61 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 840 $392K 0.22% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 841 $392K 0.03% +23 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 839 $391K 0.04% -10 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 839 $390K 0.09% -32 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 837 $390K 0.03% -16 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 836 $389K 0.1% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 835 $389K 0.04% -6 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 830 $388K 0.01% +20 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 832 $387K 0.14% +86 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 831 $387K 0.02% +4 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 827 $385K 0.08% -2 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 826 $385K 0.36% 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 626 $384K 0.34% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 823 $383K 0.12% -9 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 820 $382K 0.15% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 817 $380K 0.04% +105 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 815 $379K 0.32% -35 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 815 $379K 0.05% -81 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 816 $379K 0.12% +19 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 810 $378K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 812 $378K 0.15% +12 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 806 $377K 0.03% +16 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 809 $377K 0.03% -4 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 808 $376K 0.37% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 801 $373K 0.04% +21 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 801 $373K 0.02% -102 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 724 $373K 0.02% +37 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 800 $372K 0.07% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 796 $371K 0.17% -166 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 795 $370K 0.12% +1 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 794 $370K 0.1% -21,899 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 793 $369K 0.1% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 792 $369K 0.02% 0 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 792 $369K 0.23% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 789 $367K 0.05% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 788 $367K 0.02% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 787 $366K 0.02% -302 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 783 $366K 0.33% +6 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 785 $365K 0.09% 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 785 $365K 0.11% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 783 $365K 0.18% +33 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 783 $365K 0.03% -8 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 782 $364K 0.07% +192 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 778 $362K 0.21% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 773 $361K 0.2% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 775 $361K 0.03% +7 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 775 $361K 0.06% +14 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 773 $360K 0.02% +20 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 773 $360K 0.17% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 773 $360K 0.34% -36 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 772 $359K 0.02% +312 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 771 $359K 0.02% +40 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 767 $357K 0.23% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 766 $357K 0.04% -8 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 765 $356K 0.03% -61 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 765 $356K 0.06% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 764 $356K 0.26% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 764 $356K 0.09% +2 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 763 $355K 0.05% +204 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 762 $355K 0.03% +30 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 759 $355K 0.11% +50 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 760 $354K 0.07% +313 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 759 $353K 0.03% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 758 $353K 0.14% -3 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 758 $353K 0.06% +1 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 758 $353K 0.03% -3,627 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 755 $353K 0.01% -245 13F-HR Timeline Group Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 757 $352K 0.09% 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 756 $352K 0.08% -54 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 756 $352K 0.17% 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 755 $352K 0.02% +235 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 755 $352K 0.06% -49 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 751 $350K 0.11% -9 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 751 $350K 0.11% -37 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 751 $350K 0.02% -499 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 750 $349K 0.02% 0 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 750 $349K 0.29% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 749 $349K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 748 $348K 0.03% -6 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 746 $347K 0.02% -69 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 744 $346K 0.21% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 743 $346K 0.28% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 743 $346K 0.03% -36 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 740 $345K 0.01% -31 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 739 $344K 0.02% +156 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 739 $344K 0.21% +37 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 739 $344K 0.2% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 736 $343K 0.04% +9 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 736 $343K 0.02% -28 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 736 $343K 0.22% +125 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 734 $342K 0.01% +150 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 732 $341K 0.01% +73 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 728 $339K 0.14% -475 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 726 $338K 0.23% -55 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 723 $338K 0.08% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 720 $336K 0.15% +1 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 718 $334K 0.07% -164 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 716 $333K 0.06% +61 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 715 $333K 0.01% +3 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 714 $332K 0.17% +2 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 711 $331K 0.13% -54 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 712 $331K 0.13% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 710 $330K 0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 645 $330K 0.25% 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 700 $330K 0.01% -91,079 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 708 $330K 0.02% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 705 $328K 0.05% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 701 $326K 0.01% -1,382 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 700 $326K <0.01% 0 13F-HR Timeline