Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,886 $761K 0.24% +3,626 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,658 $739K <0.01% -312,095 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,648 $738K 0.04% +6 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 7,625 $735K 0.1% -130 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,558 $729K 0.01% -3,482 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,544 $728K 0.01% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,534 $727K 0.07% +1,450 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 7,531 $726K 0.04% +2,685 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,509 $724K 0.09% -1,801 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,495 $723K 0.18% -275 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,503 $721K 0.03% -16,017 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 7,443 $718K 0.05% +2,273 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,276 $702K 0.03% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,139 $688K 0.31% -105 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,092 $684K 0.27% +85 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,985 $674K 0.52% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,935 $669K 0.34% +1,129 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,927 $668K 0.2% -1,011 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,920 $667K 0.04% -17,901 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,877 $663K 0.09% +669 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 6,841 $660K 0.03% -10,396 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,795 $655K 0.09% +94 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,723 $648K 0.37% +130 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,711 $647K <0.01% +1,275 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,632 $640K <0.01% -2,138 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,590 $636K 0.28% +294 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,189 $597K <0.01% -1,162 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,174 $595K 0.03% -2,709 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,172 $595K 0.11% +221 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,240 $592K +671 Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 6,037 $582K 0.31% -99 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,032 $582K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,006 $579K 0.01% -6,630 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,926 $572K 0.01% -454 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,926 $572K 0.03% -732 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,946 $571K 0.08% -942 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,892 $568K <0.01% +652 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,892 $568K 0.14% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5,841 $563K 0.37% +302 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,801 $559K 0.05% +83 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,755 $555K <0.01% +468 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 5,663 $546K 0.02% +1,862 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,642 $544K 0.02% +5,153 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,613 $541K 0.26% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,611 $541K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,607 $541K 0.01% +322 13F-HR Timeline Group Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 5,464 $527K 0.73% +147 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,395 $520K 0.09% +14 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,384 $519K 0.02% -285 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,288 $510K <0.01% -3,915 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 6,475 $505K 0.18% +3,710 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,235 $505K <0.01% -39,778 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,210 $503K -23,407 Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,206 $502K 0.02% new 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,188 $500K 0.01% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 5,186 $500K 0.23% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 5,148 $496K 0.42% +217 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,192 $496K 0.21% -2,263 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,110 $493K <0.01% -1,135 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,096 $491K 0.14% -53 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 5,091 $491K 0.22% +154 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 5,233 $487K 0.29% -8,873 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,048 $487K 0.01% -1,260 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,051 $485K 0.11% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,998 $482K 0.01% -3,008 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,948 $477K 0.11% -9 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,903 $473K 0.03% -3,254 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,935 $471K 0.16% +529 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 4,746 $460K 0.04% +1,218 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,753 $458K 0.01% -339 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,732 $456K 0.08% +81 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,712 $454K 0.04% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,696 $453K 0.21% +918 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 4,693 $453K 0.05% -62,031 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,683 $452K 0.01% +440 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,555 $439K 0.27% -28 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,500 $434K 0.03% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,486 $433K 0.01% +44 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 4,480 $432K 0.12% -977 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,474 $431K 0.04% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,467 $431K 0.11% +559 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,430 $427K 0.05% -1,970 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,424 $427K 0.1% -2,952 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,421 $426K 0.11% +240 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,410 $425K 0.18% -206 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,406 $425K 0.02% -1,927 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,330 $418K 0.01% -474 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,320 $417K 0.01% +2 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 4,300 $415K 0.17% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,289 $414K 0.01% -346 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,289 $414K 0.05% -346 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,284 $409K 0.33% -169 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,214 $406K 0.02% -2,003 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,192 $404K 0.3% -279 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,186 $404K 0.15% +845 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,186 $404K 0.02% -119 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,180 $403K 0.06% +63 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,175 $403K 0.06% +136 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,153 $401K 0.01% -895 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $400K 0.04% 0 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,111 $396K 0.32% -132 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,014 $387K 0.04% +10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,954 $381K 0.01% +1,032 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,942 $380K 0.02% -262 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,929 $379K 0.02% -149 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,924 $378K 0.07% +51 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,915 $378K 0.13% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,891 $375K <0.01% -272 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,884 $375K 0.32% +969 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,869 $373K 0.03% +1,753 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,845 $371K 0.11% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,825 $369K 0.1% +13 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,808 $367K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,803 $367K <0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,786 $365K 0.03% -3,973 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,725 $359K 0.01% -81 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,718 $359K <0.01% -156 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,710 $358K 0.02% 0 13F-HR Timeline Group Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,698 $357K 0.36% -3,307 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,679 $355K 0.32% +1,440 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,656 $353K 0.01% -105 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,615 $349K 0.02% +3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,607 $348K <0.01% -34 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,576 $345K 0.06% +606 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,534 $341K 0.16% -7,820 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,449 $333K <0.01% +97 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,431 $331K 0.01% -169 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,395 $327K 0.19% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,393 $327K 0.04% -384 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,390 $327K 0.04% -144 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,385 $326K <0.01% new 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 3,364 $324K 0.07% +1,666 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,364 $324K 0.05% -91 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,334 $322K 0.01% -1 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,283 $317K 0.05% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,280 $316K <0.01% +78 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,249 $313K 0.03% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 3,240 $312K 0.13% 0 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,233 $312K 0.28% +2 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,231 $312K 0.04% -456 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,223 $308K 0.07% -2,109 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,191 $308K 0.01% -1,000 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,181 $307K 0.06% -20 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 3,160 $305K 0.01% -2,021 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 3,147 $303K 0.1% -35 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,121 $301K 0.14% +151 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,118 $301K 0.06% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,113 $300K <0.01% -416 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,070 $296K 0.03% -8,193 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,068 $296K 0.01% +260 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,056 $295K 0.04% -196 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,000 $289K 0.14% -186 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,994 $289K 0.05% -403 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,971 $287K <0.01% +513 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,961 $286K <0.01% -3,677 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,990 $285K 0.08% -21 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,930 $283K 0.07% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 2,920 $282K 0.1% -419 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,907 $281K <0.01% -17,415 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,846 $274K <0.01% -120 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,840 $274K 0.01% -105 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,829 $273K 0.02% -316 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,808 $271K 0.1% -158 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,802 $270K 0.11% +525 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,752 $265K 0.01% -80 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,733 $264K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,728 $263K 0.02% +127 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,714 $262K 0.18% 0 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 2,707 $261K 0.13% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,666 $257K 0.06% -53 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,664 $257K 0.03% -2,340 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,659 $256K 0.01% +1,569 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,630 $254K 0.04% -270 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 2,627 $253K 0.09% -13 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,621 $253K 0.16% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,620 $253K 0.01% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,624 $252K 0.02% -4,582 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,610 $252K <0.01% -3,793 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,605 $251K 0.07% -80 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,602 $251K 0.02% +102 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,597 $250K 0.02% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,574 $248K 0.14% +176 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,517 $243K 0.08% +151 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,502 $241K 0.01% +136 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,501 $241K 0.01% -502 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,492 $240K 0.01% +56 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,490 $240K <0.01% -141 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,456 $237K 0.13% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,422 $233K 0.03% -229 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,430 $233K 0.01% +132 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,416 $233K <0.01% +36 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,406 $232K 0.05% -13 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,365 $228K 0.02% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,354 $227K 0.14% -540 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,350 $227K <0.01% +121 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,348 $226K 0.05% 0 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,323 $224K 0.03% -179 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,289 $221K 0.04% -99 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,250 $217K 0.02% -516 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,244 $216K 0.09% new 13F-HR Timeline