Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 27,272 $432K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 27,170 $430K <0.01% +14,701 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 26,417 $418K 0.08% -60 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 24,253 $414K 0.18% +139 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 25,599 $405K 0.18% +650 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 25,423 $402K 0.01% new 13F-HR/A Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 25,376 $402K 0.1% +4,402 13F-HR Timeline MMCAP International Inc. SPC in group MMCAP More: the full row for MMCAP International Inc. SPC 25,000 $396K 0.03% 0 13F-HR Timeline Group Orland Properties Ltd in group Orland Properties Ltd More: the full row for Orland Properties Ltd 24,769 $392K 0.15% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 24,422 $387K <0.01% +6,671 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 24,370 $386K <0.01% 0 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 24,063 $381K 0.08% +7,641 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 23,387 $370K 0.41% +2,167 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 23,315 $370K 0.02% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,764 $360K 0.03% -285 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 22,516 $356K 0.11% +1,006 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 22,490 $356K 0.09% +4 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 22,429 $355K 0.04% -43,885 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 22,379 $354K <0.01% -7,252,452 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 22,338 $354K 0.01% +7,557 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 22,211 $352K 0.06% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,834 $346K 0.01% +10,936 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,812 $345K <0.01% +5,357 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 21,463 $340K 0.08% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 21,325 $338K new Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 21,269 $337K 0.14% +3,331 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 21,061 $333K 0.06% +29 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20,972 $332K 0.01% -1,372 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,759 $329K 0.01% +9,818 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 20,440 $324K 0.06% -584 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,302 $321K <0.01% +10,070 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,134 $319K 0.02% +6,800 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 20,128 $319K 0.01% +11,124 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 20,061 $318K 0.03% new 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 20,034 $317K 0.02% +9,794 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 20,000 $317K 0.02% 0 13F-HR Timeline Arrington Capital Management, LLC in group Arrington Capital Management,… More: the full row for Arrington Capital Management, LLC 20,000 $317K 0.36% new 13F-HR Timeline Group Titiun Yejiel More: the full row for Titiun Yejiel 20,000 $317K 0.32% -50,000 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 19,775 $313K 0.06% -10,850 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,585 $310K 0.01% -1,007 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,537 $309K <0.01% +120 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 19,500 $309K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,495 $309K <0.01% +9,114 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,353 $306K 0.01% +309 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 19,060 $302K <0.01% +10,000 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 18,871 $299K 0.26% -11,212 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,864 $299K 0.02% +1,789 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 16,435 $298K 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,707 $296K 0.01% +5,200 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 18,432 $292K 0.02% -1,230 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 18,245 $289K 0.04% -4,010 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 18,223 $288K 0.03% +18,192 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 18,147 $287K 0.09% +5,458 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 20,739 $287K 0.09% +7,972 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,983 $285K 0.02% +580 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,830 $282K 0.03% +1,330 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 17,699 $280K <0.01% 0 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 17,692 $280K 0.07% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 17,350 $275K 0.02% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,276 $273K 0.02% +4,992 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,101 $271K <0.01% +3,256 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 17,100 $271K 0.13% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,029 $270K <0.01% -4,107 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 16,900 $268K 0.19% +7,119 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,537 $262K 0.01% +2,641 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 16,329 $258K 0.01% +749 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 16,313 $258K 0.25% +932 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 16,210 $257K 0.89% -2,720 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 16,130 $255K 0.1% new 13F-HR Timeline City State Bank More: the full row for City State Bank 16,070 $254K 0.07% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 16,000 $253K 0.11% +6,000 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 15,986 $253K 0.01% -2,667 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,854 $251K 0.01% -563 13F-HR/A Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 15,836 $251K 0.11% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,789 $250K 0.02% +71 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,607 $247K <0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 15,564 $246K 0.02% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 15,455 $245K 0.26% +3,379 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,437 $244K 0.01% +800 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,395 $244K <0.01% +1,763 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,300 $242K <0.01% new 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 15,179 $240K 0.07% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,135 $240K <0.01% +12,769 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 15,000 $237K 0.07% new 13F-HR Timeline Blueprint Financial Advisors LLC in group Blueprint Investment Partners… More: the full row for Blueprint Financial Advisors LLC 15,000 $237K 0.04% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,862 $235K 0.01% +5,102 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,799 $234K <0.01% +4,754 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,647 $232K 0.01% +3,812 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,564 $231K <0.01% +525 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 14,547 $230K 0.06% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,390 $228K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,323 $227K 0.01% +4,288 13F-HR/A Timeline Group Addison Capital Co More: the full row for Addison Capital Co 14,139 $224K 0.04% -2,811 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 14,101 $223K 0.07% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,897 $220K 0.02% -7,158 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 13,815 $219K 0.07% +6,455 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 13,677 $217K 0.09% +3,450 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,454 $213K 0.01% -516,382 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,432 $213K 0.02% -67 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,412 $212K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 13,374 $212K 0.09% 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 13,315 $211K 0.04% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 13,237 $210K 0.06% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 13,162 $208K 0.3% -743 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 13,000 $206K 0.16% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 12,892 $204K 0.14% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12,799 $203K 0.14% +1,712 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,792 $202K 0.04% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 12,702 $201K 0.11% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,647 $200K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,501 $198K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,377 $196K 0.01% -327,059 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,370 $196K 0.02% +638 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 12,220 $193K 0.01% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 12,137 $192K 0.01% -8 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 12,036 $191K <0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,900 $188K <0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,809 $187K 0.02% +2,829 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,504 $182K 0.12% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,453 $181K <0.01% -25,053 13F-HR/A Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,317 $179K <0.01% +1,135 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,300 $179K 0.03% +4,700 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,200 $177K 0.01% -7,378 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 11,085 $175K 0.02% -775 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 11,065 $175K 0.02% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,065 $175K 0.04% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 10,954 $173K 0.09% -476 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 10,926 $173K 0.03% +130 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,909 $173K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10,829 $171K 0.02% +1,981 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,707 $169K 0.01% +707 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 10,695 $169K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,436 $165K 0.01% +983 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 10,394 $165K 0.05% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,379 $164K 0.03% +300 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,378 $164K 0.14% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,372 $164K <0.01% +753 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,302 $163K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,116 $160K <0.01% +66 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 10,100 $160K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,062 $159K 0.01% -235 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,020 $159K <0.01% new 13F-HR Timeline Group Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,010 $158K 0.11% -320 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 10,000 $158K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 10,000 $158K 0.15% new 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 10,000 $158K 0.14% -6,000 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 10,000 $158K 0.02% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,892 $157K 0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 11,919 $152K 0.08% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,583 $152K <0.01% +1,492 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,375 $148K 0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,202 $147K 0.02% +2,771 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,110 $144K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,876 $125K 0.02% +3,954 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,750 $123K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,638 $120K <0.01% +5,685 13F-HR Timeline Group Franchise GP Ltd More: the full row for Franchise GP Ltd 7,450 $118K 0.04% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,190 $114K <0.01% +920 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,925 $110K <0.01% -15,379 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,791 $108K <0.01% +346 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,543 $104K <0.01% -4,620 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,448 $102K <0.01% -2,000 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,377 $101K 0.03% -13 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 6,062 $96K 0.08% -6,821 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5,960 $94.3K 0.03% +687 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,193 $88.7K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,510 $87.2K 0.04% +5,500 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,002 $79.2K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,319 $68.4K <0.01% -3,971 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,150 $65.7K 0.04% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,055 $64.2K <0.01% -7,791 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,826 $60.6K 0.03% +2,815 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,712 $58.8K 0.01% +3,463 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,550 $56.2K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,408 $53.9K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,352 $53.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,046 $48.2K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,040 $48.1K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,966 $47K 0.02% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,952 $46.7K 0.02% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,748 $43.5K <0.01% +420 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,692 $42.6K <0.01% -9,020 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,650 $42K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,632 $41.7K 0.01% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 2,605 $41K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,548 $40.3K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,349 $37.2K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,336 $37K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,225 $35.2K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,200 $34.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,116 $33.5K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,105 $33.3K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,090 $33.1K <0.01% +1,380 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $31K 0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,674 $29.5K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,804 $28.6K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,615 $25.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,589 $25.2K 0.01% -1,582 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,550 $24.5K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,485 $24.1K <0.01% -465 13F-HR Timeline