Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,559 $410K 0.14% +555 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,557 $410K 0.18% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,545 $410K 0.02% -220 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,538 $408K 0.07% -22 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,534 $407K 0.09% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,531 $407K 0.09% +3,407 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,527 $406K <0.01% -17,911 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,514 $405K 0.07% +2,362 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 3,502 $404K 0.11% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,490 $402K 0.14% +385 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,462 $399K 0.04% +1,636 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,453 $398K 0.05% +310 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,452 $398K 0.02% -103 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,449 $397K 0.32% -2,375 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,445 $397K 0.04% -161 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,432 $396K 0.1% +612 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,413 $393K 0.03% +8 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,390 $391K 0.11% +49 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,376 $389K 0.01% -29,352 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,350 $386K 0.11% -44 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,346 $386K 0.06% -1,882 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,318 $382K 0.06% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,314 $382K 0.06% -142 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,290 $379K 0.01% +104 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,278 $378K <0.01% -824 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,274 $377K 0.18% -2,077 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,256 $375K 0.1% +98 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,236 $373K 0.04% -588 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,231 $372K 0.13% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,222 $371K 0.35% +594 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,231 $371K 0.01% -14,784 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,219 $371K 0.1% -12 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 3,212 $370K 0.49% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,203 $369K 0.06% -3,124 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,201 $369K 0.37% -380 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,189 $367K 0.29% -180 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,188 $367K 0.01% -274 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,121 $360K 0.17% +205 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,105 $358K 0.01% +198 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,984 $358K 0.08% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $357K 0.01% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,089 $356K 0.12% 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,085 $356K 0.11% -3,110 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,076 $354K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,071 $354K 0.01% new 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,052 $352K 0.06% +1,025 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,043 $351K <0.01% +298 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,036 $350K 0.03% +1,492 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,023 $348K 0.02% +10 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,011 $347K 0.01% +901 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,975 $343K 0.02% +33 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,958 $341K 0.03% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,951 $340K 0.01% +281 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,936 $338K 0.04% +95 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,931 $338K 0.13% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,933 $337K 0.1% +2 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,910 $335K <0.01% -540 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,909 $335K 0.01% -976 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,902 $334K 0.09% +5 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,898 $334K 0.03% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,888 $332K 0.13% +719 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,862 $330K 0.06% +74 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,861 $330K 0.04% -100 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,855 $329K 0.01% +173 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,855 $329K 0.09% -9 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,853 $329K 0.05% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,850 $328K 0.12% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,840 $327K <0.01% +365 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,828 $326K 0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,823 $325K 0.12% -67 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,970 $324K 0.11% -9 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,805 $323K 0.01% +401 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,799 $323K 0.05% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,796 $322K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,784 $321K 0.02% +54 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,782 $321K 0.04% -243 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,777 $320K 0.02% -125 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,772 $319K 0.01% -122 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,771 $319K 0.04% -4,322 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,766 $319K 0.04% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,751 $317K 0.04% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,724 $314K 0.03% +119 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,715 $313K 0.25% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,695 $311K 0.01% -15 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,693 $310K 0.05% -487 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,692 $310K 0.12% -1,275 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 2,687 $310K 0.03% -10,500 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,680 $309K 0.14% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,650 $305K 0.1% -3,066 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,630 $303K 0.01% -217 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,637 $303K 0.02% -791 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,600 $298K 0.07% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,560 $295K 0.09% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,560 $295K 0.3% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,555 $294K 0.02% +74 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,577 $289K 0.13% -778 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,502 $288K 0.03% +203 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,500 $288K 0.05% +9 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 2,500 $288K 0.1% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,500 $288K 0.26% new 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,497 $288K 0.05% +80 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,489 $287K 0.11% +34 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,477 $285K <0.01% +224 13F-HR/A Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,474 $285K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,470 $285K 0.02% +704 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,461 $284K 0.01% +742 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,458 $283K <0.01% +256 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 2,454 $283K 0.01% -35,743 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,422 $279K 0.16% +265 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,412 $278K 0.05% -952 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,400 $277K 0.18% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,396 $276K <0.01% -1,128 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,401 $274K 0.02% +19 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 2,368 $273K 0.11% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,366 $273K 0.01% +448 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,359 $272K 0.01% +124 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,355 $271K 0.04% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,350 $271K 0.07% +7 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,348 $271K 0.02% +262 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,345 $270K +67 Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,341 $270K 0.04% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,323 $268K 0.01% -300 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,300 $265K 0.05% -533 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 2,262 $261K 0.19% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,247 $259K 0.02% -6,092 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,238 $258K 0.03% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,218 $256K 0.14% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,214 $255K 0.03% -93 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 2,200 $254K 0.17% +300 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,200 $254K 0.04% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,194 $253K 0.1% -92 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,162 $249K 0.02% +425 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,153 $248K 0.32% -13 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,150 $248K 0.13% +75 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,148 $247K 0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,128 $245K 0.01% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,118 $244K 0.18% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,108 $243K 0.24% 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,106 $243K 0.02% -714 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,102 $242K 0.02% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,102 $242K 0.11% -55 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,096 $242K 0.05% -7,063 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,075 $239K 0.01% -132 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,065 $238K <0.01% +336 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,295 $238K 0.2% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,059 $237K 0.01% -1,985 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,056 $237K 0.08% -28 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,055 $237K 0.02% new 13F-HR/A Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2,049 $236K 0.24% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,044 $236K 0.01% -626 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,043 $235K 0.16% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,030 $234K 0.06% +2,000 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,024 $233K 0.23% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,024 $233K 0.04% +10 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,022 $233K 0.02% -208 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,014 $232K <0.01% -6,654 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,018 $232K 0.02% +1,408 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,000 $230K 0.17% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,000 $230K 0.06% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,000 $230K 0.09% -100 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,000 $230K 0.07% -4,502 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 2,000 $230K 0.1% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,999 $230K 0.01% +118 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,988 $229K 0.03% -1,099 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,987 $229K 0.1% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,965 $226K 0.07% new 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,962 $226K 0.05% -367 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,955 $225K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,954 $225K <0.01% -3,122 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,953 $225K <0.01% -1,754 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,947 $224K 0.08% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,939 $223K 0.02% -80 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,920 $221K <0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,900 $219K 0.17% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,894 $218K 0.06% +1,700 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,892 $218K 0.03% -241 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,884 $217K 0.08% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,881 $217K 0.06% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,878 $216K 0.01% +36 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,877 $216K 0.06% -117 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,870 $216K 0.01% -402 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,853 $214K 0.06% +44 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,851 $213K 0.27% 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,835 $211K 0.13% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,826 $210K 0.02% -12 13F-HR/A Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,820 $210K 0.19% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,815 $209K <0.01% -348 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,822 $209K 0.15% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,815 $209K 0.17% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,803 $208K 0.01% -282 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,800 $207K 0.23% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,800 $207K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,800 $207K <0.01% new 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 1,791 $206K 0.16% -6,390 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,790 $206K 0.12% 0 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,771 $204K 0.05% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,769 $204K 0.11% -117 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,751 $202K 0.01% new 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,744 $201K 0.04% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,743 $201K 0.01% -65 13F-HR Timeline