Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,641 $332K 0.04% +6 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,592 $332K 0.03% +1,046 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,620 $330K 0.52% -2,419 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,604 $328K <0.01% +47 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,602 $328K 0.03% +239 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,599 $327K 0.04% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,593 $326K 0.08% -8 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,586 $326K 0.01% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,571 $324K 0.08% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,567 $323K 0.04% +172 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,563 $323K 0.01% -251 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,567 $322K 0.04% -172 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,543 $320K 0.05% +8 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,538 $319K 0.1% -13 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,619 $319K 0.08% 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,513 $316K 0.02% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,500 $315K 0.03% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,486 $313K 0.1% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,438 $312K 0.02% +200 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,461 $310K 0.17% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,460 $310K 0.02% -55 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,452 $309K 0.09% +579 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,446 $308K 0.02% +106 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,444 $308K 0.04% -49 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,443 $307K 0.04% +567 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,440 $307K 0.02% -316 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,438 $307K 0.15% -146 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,437 $307K 0.02% -228 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,435 $307K 0.18% +200 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,435 $307K 0.01% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,416 $304K 0.18% +8 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,387 $300K 0.06% +7 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,387 $300K 0.06% +8 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 2,386 $300K 0.11% +8 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,373 $299K 0.06% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,357 $297K 0.04% -15 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,356 $297K 0.2% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,350 $296K 0.13% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,349 $296K 0.11% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,326 $293K 0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,308 $291K 0.01% +150 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,301 $290K 0.02% -171 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,281 $287K 0.01% +2 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,241 $287K <0.01% -705 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,270 $286K 0.04% +27 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,265 $285K 0.01% -3 13F-HR Timeline Group STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 2,262 $285K 0.21% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,243 $282K 0.02% -1,128 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,240 $282K 0.14% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,457 $281K 0.03% -43 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,239 $281K 0.07% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 2,205 $278K 0.08% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,197 $277K 0.02% -19 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,180 $274K 0.02% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,172 $273K 0.16% -100 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,172 $273K 0.01% +14 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,166 $273K 0.14% -52 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,154 $271K 0.03% -91 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,145 $270K 0.02% +1,693 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,143 $270K 0.12% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,143 $270K 0.01% -210 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,138 $269K 0.01% +121 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,138 $269K 0.17% +3 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2,121 $267K 0.21% +38 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,121 $267K 0.01% +77 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,118 $267K 0.02% -1 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,112 $266K 0.03% +1 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,112 $266K 0.03% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,096 $264K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,096 $264K 0.01% +156 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,095 $264K 0.02% -82 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,077 $261K 0.21% -14 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,073 $261K 0.04% -59 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,065 $260K 0.03% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,057 $259K 0.04% +19 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 2,051 $258K 0.21% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,050 $258K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,048 $258K 0.01% +51 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,046 $258K 0.03% +435 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,045 $257K 0.04% -2,068 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,045 $257K 0.02% +397 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,045 $257K 0.03% +6 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,043 $257K 0.03% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,036 $256K 0.04% -133 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,034 $256K 0.03% 0 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 2,032 $256K 0.25% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,117 $255K 0.01% -2,615 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,020 $254K 0.17% -50 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,012 $253K 0.05% +282 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,009 $253K <0.01% +220 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,998 $251K 0.07% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,979 $249K 0.19% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,972 $248K 0.01% +907 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,978 $248K 0.1% -188 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,113 $248K <0.01% +33 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,966 $247K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,965 $247K 0.02% +1,880 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,965 $247K 0.13% -35 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,926 $246K 0.01% +573 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,954 $246K 0.18% +65 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,955 $246K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,950 $245K 0.01% +356 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,949 $245K 0.09% -100 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,947 $245K 0.08% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,041 $245K 0.02% +380 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,943 $245K 0.05% +366 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,938 $244K <0.01% -3,689 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,929 $243K 0.06% -160 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,900 $239K 0.16% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,890 $238K 0.07% -670 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,881 $237K 0.05% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,879 $237K 0.01% +373 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,879 $237K 0.05% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,875 $236K <0.01% -218 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,872 $236K 0.12% new 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,868 $235K 0.2% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,866 $235K <0.01% -314 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,863 $235K 0.01% +248 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,861 $234K 0.23% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,856 $234K 0.12% -1,183 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,849 $233K 0.03% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,848 $233K 0.07% -32 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,838 $231K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,837 $231K 0.01% +361 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,831 $231K 0.01% +77 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,827 $230K 0.04% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,812 $228K 0.06% -65 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,812 $228K <0.01% -477 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,815 $228K 0.17% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,809 $228K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,808 $228K 0.02% -2,973 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,807 $227K 0.02% +327 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,798 $226K 0.03% -95 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,791 $225K 0.04% +40 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,790 $225K 0.1% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,789 $225K 0.14% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,784 $225K 0.13% +328 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,775 $223K 0.03% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,775 $223K 0.14% +75 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,770 $223K 0.16% +6 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,765 $222K <0.01% +141 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,765 $222K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,758 $221K 0.04% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,757 $221K <0.01% +76 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,756 $221K 0.03% +189 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,744 $220K <0.01% +151 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,739 $219K 0.07% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,737 $219K 0.02% +5 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,729 $218K 0.06% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,729 $218K 0.01% +153 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,728 $218K 0.01% -18 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,841 $217K 0.01% -35,357 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,726 $217K 0.01% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,722 $217K 0.07% +122 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,720 $217K 0.17% -80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,720 $217K 0.02% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,717 $216K <0.01% -369 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,701 $214K 0.01% +135 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,705 $214K 0.05% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,700 $214K 0.01% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,682 $212K 0.21% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,678 $211K 0.08% -231 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,673 $211K 0.02% -20 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,656 $208K <0.01% -289 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,619 $207K 0.06% +169 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,630 $205K 0.01% -199 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,624 $204K 0.04% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,600 $201K 0.01% -28 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,590 $200K 0.04% -10 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,535 $193K 0.02% +647 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,529 $192K <0.01% -283 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,516 $191K 0.01% +1,180 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,506 $190K 0.05% -605 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,493 $188K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,488 $187K 0.08% +325 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,487 $187K 0.07% -100 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,470 $185K 0.03% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,455 $183K 0.05% -369 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,423 $179K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,420 $179K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,406 $177K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,394 $175K 0.13% +74 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,324 $167K 0.01% -49 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 48,522 $166K 0.13% +46,917 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,254 $158K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,250 $157K <0.01% -254 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,225 $154K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,211 $152K 0.01% -7 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,208 $152K 0.07% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,192 $150K 0.15% 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,190 $150K 0.11% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,161 $146K 0.05% +923 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,113 $140K 0.07% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,103 $139K 0.02% -34 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,088 $137K 0.09% +206 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,085 $137K 0.06% +345 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,060 $133K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,054 $133K <0.01% +45 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,051 $132K 0.01% +45 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,044 $131K 0.02% -34 13F-HR Timeline