Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 34,000 $561K 0.1% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 33,970 $560K 0.02% -87 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 33,949 $560K 0.03% +970 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,691 $556K 0.02% +17,875 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 33,627 $554K <0.01% +1,180 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 33,221 $549K 0.06% +2,850 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 33,158 $547K 0.02% +2,121 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 32,691 $539K 0.1% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 32,681 $539K 0.17% +12,817 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 32,367 $534K 0.01% -848 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 32,333 $533K 0.05% +667 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 32,248 $532K 0.04% -10,264 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 32,221 $531K <0.01% +4,334 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 32,148 $530K 0.06% +1,013 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 32,002 $528K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 31,989 $528K <0.01% +10,079 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,667 $522K 0.02% 0 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 31,547 $520K 0.06% -16,165 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 31,425 $518K 0.12% -2,000 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 31,231 $515K 0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 31,171 $514K 0.32% -38 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 31,146 $514K 0.04% -284 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 31,091 $513K 0.02% +126 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 31,039 $512K 0.17% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 30,874 $509K 0.1% -88 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 30,700 $506K 0.49% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 30,631 $505K 0.04% +589 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 30,436 $502K 0.13% -510 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 30,333 $500K 0.17% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 30,200 $498K 0.01% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 30,083 $496K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30,022 $495K 0.01% +883 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 30,004 $495K 0.06% +5,263 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 30,001 $495K 0.09% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 30,000 $495K 0.23% +10,000 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 30,000 $495K 0.07% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,000 $495K 0.12% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 30,000 $495K 0.08% -47,950 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 30,000 $495K 0.33% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 29,800 $491K 0.02% -1,936 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 29,788 $491K 0.01% +1,125 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 29,732 $490K 0.12% +3,249 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 29,708 $490K 0.08% +30 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29,691 $490K 0.31% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 28,434 $488K 0.12% -1,190 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 29,556 $487K 0.01% +80 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 29,210 $482K 0.17% -418 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 29,108 $480K 0.02% -4,160 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 29,078 $479K 0.13% -12,224 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,016 $478K 0.06% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 29,000 $478K 0.24% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 28,806 $475K 0.03% +263 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 28,506 $470K 0.01% +229 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 28,445 $469K 0.23% -148,468 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 28,213 $465K 0.04% +12,158 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 28,189 $465K 0.15% +84 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 28,145 $464K 0.04% +542 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 28,106 $463K 0.07% +607 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 27,980 $461K 0.03% -9,498 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 27,719 $457K 0.02% -1,253 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,563 $455K 0.13% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 27,550 $454K 0.02% -1,225 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 24,593 $454K 0.05% +442 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 27,439 $452K 0.4% +1,158 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 27,391 $452K 0.04% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,204 $449K 0.04% +32 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 27,091 $447K 0.3% 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 27,000 $445K 0.33% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 26,863 $443K 0.01% +5,095 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 26,834 $442K 0.23% +61 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,772 $441K 0.01% -4,488 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 26,654 $440K 0.07% -4,423 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 26,382 $435K 0.11% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 26,274 $433K 0.19% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,167 $431K 0.05% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 25,987 $429K 0.15% +345 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,966 $428K 0.01% +454 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 25,706 $424K 0.01% -4,400 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 25,677 $423K 0.03% new 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 23,600 $423K 0.15% +7,500 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 25,653 $423K 0.02% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 25,581 $422K 0.26% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 25,539 $421K 0.24% +9,728 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,509 $421K 0.02% -1,059 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 25,439 $419K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25,717 $418K <0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 25,030 $413K 0.03% +5,061 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 25,000 $412K 0.05% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 25,000 $412K 0.91% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,922 $411K 0.01% +1,402 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 24,720 $408K 0.03% 0 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 24,692 $407K 0.28% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 24,516 $404K <0.01% +4,822 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 24,323 $404K 0.06% 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 24,448 $403K 0.06% +239 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 24,321 $401K 0.17% +3,810 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 24,322 $401K 0.08% -766 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 24,134 $398K 0.33% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 24,066 $398K 0.01% +280 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 24,082 $397K 0.02% +105 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24,069 $397K 0.02% +807 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 24,066 $397K 0.07% -149,614 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,000 $396K 0.08% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 24,000 $396K 0.45% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 23,950 $395K 0.06% +14,561 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 23,894 $394K 0.02% +900 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,860 $393K 0.2% -16,640 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 23,797 $392K 0.33% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,794 $392K 0.01% -17,556 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 22,561 $391K 0.02% -884 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 23,728 $391K 0.02% +3,766 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 23,694 $391K 0.15% -5,615 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 23,666 $390K 0.01% +1,093 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 23,597 $389K 0.27% +3,000 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 23,593 $389K 0.12% +10,013 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 23,481 $387K <0.01% +208 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,513 $387K 0.02% -8,039 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,416 $386K 0.01% -22,561 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,380 $386K 0.14% -450 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $383K 0.16% -25,600 13F-HR Timeline Amount filed as zero, left out of ratios. BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 23,178 $382K 0.09% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 23,046 $380K 0.07% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 22,975 $380K 0.35% +1,350 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 22,986 $379K 0.12% +15 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 22,978 $379K 0.11% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,802 $376K <0.01% -3,684 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,740 $375K 0.03% +7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22,546 $372K 0.01% -2,000 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,539 $372K 0.01% -85,341 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 22,538 $372K 0.19% new 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 22,522 $371K 0.02% +3,704 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 22,486 $371K 0.22% +450 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 22,464 $370K 0.03% +278 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 22,440 $370K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 22,421 $370K 0.06% +1,234 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 22,400 $369K 0.04% +6,301 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 22,253 $367K 0.38% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 22,239 $367K 0.01% 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 22,211 $366K 6.42% +511 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,061 $364K 0.17% +32 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 21,920 $361K 0.01% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 21,897 $361K 0.05% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,742 $359K 0.01% +535 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,664 $357K 0.09% +218 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21,575 $356K 0.01% -6,110 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,519 $355K 0.03% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 21,478 $354K 0.05% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 21,222 $350K 0.15% +408 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 21,127 $348K <0.01% +137 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,030 $347K 0.1% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,147 $345K 0.04% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,832 $344K 0.03% -208 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 20,830 $343K 1.06% -10,840 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,784 $343K 0.08% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 20,685 $341K 0.03% +5,134 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,637 $340K 0.08% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 20,620 $340K 0.03% -400 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 20,581 $339K 0.12% +372 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 20,500 $338K 0.2% -2,000 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 20,394 $336K 0.06% +3 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 20,391 $336K 0.14% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 20,293 $335K 0.06% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,280 $334K 0.04% -1 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 20,270 $334K 0.2% +404 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 20,265 $334K 0.02% +1,775 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,399 $330K 0.01% +232 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,013 $330K 0.01% -11,903 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,995 $330K 0.02% -987 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 19,941 $329K 0.08% +24 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,930 $329K 0.08% +181 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,863 $328K 0.04% -3,856 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 19,856 $327K 0.24% -2,687 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 19,767 $326K 0.01% -4,395 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 19,750 $326K 0.04% -204 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 19,724 $325K 0.08% -3,620 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 19,723 $325K 0.04% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19,416 $320K 0.01% -17,087 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 19,400 $320K 0.06% +2,500 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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