Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 31,865 $547K <0.01% +1,652 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 31,736 $545K 0.02% +191 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 31,716 $544K 0.2% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 31,670 $543K 1.3% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,667 $543K 0.02% 0 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 31,666 $543K 0.06% +24 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 31,552 $541K 0.03% -1,371 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 31,430 $539K 0.04% +629 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 31,408 $539K 0.1% +1,474 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,994 $538K 0.03% -554 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 31,260 $536K 0.01% +6,425 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,894 $536K 0.09% new 13F-HR/A Timeline HWG Holdings LP More: the full row for HWG Holdings LP 31,236 $536K 0.14% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 31,231 $536K 0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 31,209 $536K 0.32% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 31,168 $535K 0.03% -621 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 31,135 $534K 0.06% -424 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 31,037 $533K 0.02% -1,048 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 30,965 $531K 0.02% -2,037 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 30,962 $531K 0.11% +4,725 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 30,946 $531K 0.14% -111 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 30,825 $529K 0.06% +6,746 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 31,077 $528K 0.09% +55 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 30,700 $527K 0.52% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 30,200 $518K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 30,159 $518K 0.04% -365 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 30,106 $517K 0.02% -19,650 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 30,083 $516K 0.06% -684 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 30,042 $516K 0.04% +3,481 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 30,001 $515K 0.09% 0 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 30,000 $515K 0.07% 0 13F-HR/A Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,000 $515K 0.13% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 30,000 $515K 0.36% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29,691 $509K 0.34% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 29,678 $509K 0.08% +11,238 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 29,628 $508K 0.18% +17 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 29,624 $508K 0.14% -2,916 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,371 $506K 0.05% -294 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 29,476 $506K 0.01% +9,000 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 29,387 $504K 0.05% -602 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 29,309 $503K 0.2% +476 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 29,139 $500K 0.01% -493 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 29,000 $498K 0.24% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 28,972 $497K 0.02% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 28,775 $494K 0.02% +30 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 28,663 $492K 0.01% +9,938 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 28,543 $490K 0.04% -984 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 28,277 $485K 0.01% -1,962 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 28,105 $482K 0.16% +80 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 27,937 $479K 0.01% +143 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,931 $479K <0.01% -1,534,683 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,887 $479K <0.01% +1,527 13F-HR/A Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 27,868 $478K 0.01% +558 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 27,685 $475K 0.01% +1,965 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 27,603 $474K 0.05% +1,302 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,563 $473K 0.11% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 27,499 $472K 0.07% +4,523 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27,408 $470K 0.04% +63 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 27,391 $470K 0.04% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 27,326 $469K 0.06% +9,628 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,172 $466K 0.04% +31 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 26,773 $459K 0.25% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 26,568 $456K 0.02% +229 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,486 $454K <0.01% +2,640 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 26,483 $454K 0.11% -19,475 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 26,382 $453K 0.12% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 26,281 $451K 0.4% -377 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,167 $449K 0.05% -10 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 26,029 $447K 0.25% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 26,000 $446K 0.29% +3,750 13F-HR Timeline Partners Group Holding AG More: the full row for Partners Group Holding AG 25,810 $443K 0.02% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 25,642 $440K 0.16% +330 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 25,600 $439K 0.18% -7,650 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,512 $438K 0.02% -1,315 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 25,439 $437K 0.03% -1,715 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25,717 $432K <0.01% +100 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 25,088 $431K 0.09% +1,385 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 25,102 $431K 0.28% -1,149 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 24,741 $425K 0.05% +1,741 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 24,720 $424K 0.03% +7,295 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 24,692 $424K 0.29% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 24,614 $422K 0.24% -30,371 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,830 $422K 0.17% -2,351 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 24,600 $422K 0.01% +4,300 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24,546 $421K 0.01% -100 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 24,162 $415K 0.01% +2,835 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 24,151 $414K 0.05% +92 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,000 $412K 0.08% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 24,000 $412K 0.43% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 23,981 $412K 0.05% -2,125 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 23,977 $411K 0.02% +2,146 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 24,209 $411K 0.06% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 23,797 $408K 0.35% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 23,719 $407K 0.05% +300 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,711 $407K <0.01% -3,321 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 23,693 $407K 0.46% +3,639 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,520 $404K 0.01% +1,580 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 23,413 $402K 0.02% +2 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 23,344 $401K 0.11% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 23,273 $399K <0.01% +5,430 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23,262 $399K 0.02% +6,500 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 23,179 $398K 0.09% -3,298 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 23,178 $398K 0.1% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,786 $397K 0.01% +257 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,994 $395K 0.02% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 22,971 $394K 0.12% +369 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 23,445 $394K 0.02% -89 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 22,831 $392K 0.01% +6,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,782 $391K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,733 $390K 0.03% +6 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 22,573 $387K 0.01% new 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 22,543 $387K 0.3% -1,663 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 22,500 $386K 0.25% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 22,440 $385K 0.01% +500 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,382 $384K 0.06% +948 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 22,287 $382K 0.04% -9,154 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 22,186 $381K 0.04% +265 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 22,036 $378K 0.23% -72 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,029 $378K 0.17% +270 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 21,920 $376K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 21,910 $376K <0.01% +2,105 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 21,834 $375K 0.03% -1,906 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 21,768 $374K 0.01% +5,131 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 21,700 $372K 5.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 21,625 $371K 0.37% +200 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 21,478 $369K 0.05% -266 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,446 $368K 0.1% +2,243 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,387 $367K <0.01% -1,024 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,207 $364K 0.01% +8,533 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 21,187 $364K 0.06% +1,424 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 21,040 $361K 0.04% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,030 $361K 0.1% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 21,020 $361K 0.03% +400 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 20,990 $360K <0.01% -5,495 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 20,982 $360K 0.03% -745 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20,912 $359K 0.16% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,895 $359K 0.03% +8,223 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 20,877 $358K 0.13% +82 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 20,814 $357K 0.16% +259 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,784 $357K 0.08% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 20,708 $355K 0.05% +1,136 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 20,663 $355K 0.08% +124 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,637 $354K 0.08% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 20,597 $353K 0.25% +2,000 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 20,516 $352K 0.04% -2,160 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 20,511 $352K 0.19% +9 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 20,391 $350K 0.06% -1,164 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 20,391 $350K 0.15% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 20,353 $349K 0.01% -3,664 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,281 $349K 0.04% -638 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 20,293 $348K 0.07% +500 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 20,209 $347K 0.12% +355 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 20,121 $345K <0.01% -1,435 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 20,086 $345K 0.01% +13,726 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 20,043 $344K 0.18% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 20,000 $343K 0.16% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 20,000 $343K 0.12% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,969 $343K 0.03% +2,215 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 19,962 $343K 0.01% -4,477 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 19,954 $342K 0.03% +954 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 19,917 $342K 0.08% +5,323 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 19,866 $341K 0.22% +993 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 19,864 $341K 0.11% +934 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,749 $339K 0.09% +212 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,694 $338K <0.01% +3,419 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 19,200 $329K 0.06% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 19,150 $329K 0.09% +1,000 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 19,111 $328K 0.13% +341 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,031 $327K 0.02% -322 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 19,003 $326K 0.04% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 18,993 $326K 0.01% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,996 $326K 0.04% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 18,867 $324K 0.02% +2,307 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 18,818 $323K 0.02% -1,921 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 18,813 $323K 0.15% +3,919 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 18,739 $322K 0.11% +225 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 19,018 $321K 0.01% +628 13F-HR/A Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,648 $320K 0.18% +8 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 18,646 $320K 0.04% +77 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 18,642 $320K 0.13% +5,900 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 18,608 $319K 0.11% -488 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,590 $319K 0.06% -1,500 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,490 $317K 0.02% +2,611 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 18,399 $316K 0.04% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 18,300 $314K 0.22% 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 18,250 $313K 0.11% +2,750 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,147 $311K 0.09% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,118 $311K 0.08% +7,515 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,077 $310K <0.01% +2,430 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 18,072 $310K 0.07% -576 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,167 $307K 0.01% +1,897 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 17,878 $307K 0.02% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,850 $306K 0.19% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17,972 $305K 0.1% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 17,700 $304K 0.08% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 17,500 $300K 0.19% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,443 $299K <0.01% -1,201 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 17,427 $299K 0.12% +387 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 17,426 $299K 0.08% -200 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 17,374 $298K 0.05% +1,165 13F-HR Timeline