MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,974 $496K 0.03% -68 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 2,970 $495K 0.32% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,966 $495K 0.19% +40 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,957 $493K 0.04% +152 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,946 $491K 0.21% -864 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,944 $491K 0.14% +19 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,942 $491K 0.07% +575 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,933 $489K 0.48% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,933 $489K 0.04% -567 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,924 $488K 0.47% +75 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,922 $487K 0.02% +670 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,921 $487K 0.07% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,919 $487K 0.17% -162 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,906 $485K 0.09% -63 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,905 $485K 0.06% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,899 $484K 0.06% +200 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,895 $483K 0.11% -18 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,889 $482K 0.03% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,886 $481K 0.06% -214 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,876 $480K 0.43% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,865 $478K 0.17% -37 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,855 $476K 0.08% -5 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,855 $476K 0.25% -65 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,853 $476K 0.1% +8 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,764 $475K 0.11% -24 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,845 $475K 0.14% -35 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,840 $474K 0.19% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,835 $473K 0.12% -1,172 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,828 $472K 0.12% +285 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,832 $472K 0.01% +2,742 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,825 $471K 0.23% +220 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,808 $468K 0.05% -3,358 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,799 $467K 0.39% 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,797 $467K 0.13% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,795 $466K 0.1% -49 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,794 $466K 0.29% +1,670 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,793 $466K 0.01% +473 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,786 $465K 0.13% -17 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,784 $464K 0.19% +32 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,778 $463K 0.19% +89 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,776 $463K 0.01% -48 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,764 $461K 0.32% +3 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,752 $459K 0.36% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,750 $459K 0.16% +1,200 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,749 $459K 0.19% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,743 $458K 0.17% -150 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,742 $457K 0.06% -516 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,736 $456K 0.03% +315 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,730 $455K 0.15% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,701 $454K 0.03% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,708 $452K 0.02% +59 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,706 $451K 0.04% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,705 $451K 0.03% -186 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,705 $451K 0.03% -478 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,698 $451K 0.03% +717 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,700 $450K 0.1% +30 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,698 $450K 0.07% -312 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,691 $449K 0.19% +1,563 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,390 $448K 0.07% +375 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,686 $448K 0.1% -186 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,684 $448K 0.02% +236 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,678 $447K 0.15% +132 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,671 $445K 0.11% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,665 $444K 0.49% 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,663 $444K 0.07% -20 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,645 $444K 0.2% +576 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,659 $443K 0.15% -49 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,658 $443K 0.09% +815 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2,657 $443K 0.04% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,657 $443K 0.09% +15 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,652 $442K 0.15% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,647 $442K <0.01% -3 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,640 $440K 0.3% -171 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,618 $440K 0.44% -84 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,633 $439K <0.01% +554 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,630 $439K 0.07% -3 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,630 $439K 0.05% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,630 $439K 0.09% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,628 $438K 0.27% +1 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,624 $438K 0.01% +30 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,621 $437K 0.12% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,619 $437K 0.19% -330 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,611 $435K 0.08% +344 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,609 $435K 0.11% -85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,607 $435K 0.22% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 2,592 $433K 0.02% -817 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,594 $433K 0.17% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,593 $433K 0.02% -294 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,588 $432K 0.32% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,580 $430K 0.1% -297 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,575 $429K 0.04% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,060 $429K 0.05% -50 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,569 $428K 0.08% +77 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,563 $428K 0.26% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,562 $427K <0.01% +2,359 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,560 $427K 0.22% +1,185 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,557 $427K 0.28% +38 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,556 $426K 0.02% +215 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,556 $426K 0.18% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,554 $426K 0.06% +370 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,554 $426K 0.02% -295 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,540 $424K 0.14% +479 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,533 $422K 0.05% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,532 $422K 0.42% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,530 $422K 0.12% +224 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,528 $422K 0.03% +223 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 2,527 $421K 0.07% -523 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,523 $421K 0.05% +380 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,301 $421K 0.03% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,516 $420K 0.21% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,515 $419K 0.03% -83 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,507 $418K 0.19% +214 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,506 $418K 0.24% +3 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,500 $417K 0.19% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,500 $417K 0.37% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,499 $417K 0.11% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,499 $417K 0.21% -62 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,492 $416K 0.36% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,487 $415K 0.04% 0 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,484 $414K 0.15% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,480 $414K 0.05% +25 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,470 $412K 0.03% +268 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,467 $411K 0.07% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,465 $411K 0.2% -1 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,458 $410K 0.38% -4,912 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,459 $410K 0.16% +163 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,459 $410K 0.05% -1,100 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,457 $410K 0.02% +517 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,456 $410K 0.24% +1,067 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,446 $408K 0.22% +1 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,441 $407K 0.14% +485 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,440 $407K 0.02% -102 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,432 $406K 0.04% +279 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,435 $406K 0.19% +3 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,434 $406K 0.4% 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,428 $405K 0.38% 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,973 $405K 0.19% +316 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,426 $405K 0.05% -402 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,425 $405K 0.05% +83 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,420 $404K 0.1% +71 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,419 $403K <0.01% -245 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,417 $403K 0.2% -1,701 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,344 $403K 0.08% -160 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,413 $402K 0.1% 0 13F-HR/A Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,412 $402K 0.01% +268 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,412 $402K 0.07% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,390 $402K 0.03% -125 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,409 $402K 0.21% +56 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,409 $402K 0.1% +200 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,334 $401K 0.16% -548 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,403 $401K 0.21% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 2,396 $400K 0.19% +1 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,395 $399K 0.06% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,394 $399K 0.05% -31 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,386 $398K 0.35% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,384 $398K 0.15% +466 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,375 $396K 0.28% -900 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,370 $395K 0.12% +301 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,369 $395K 0.01% -63,767 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,364 $394K 0.18% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,360 $394K 0.2% -587 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,352 $392K 0.01% +263 13F-HR/A Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,345 $392K 0.04% -109 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,344 $391K 0.03% +76 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,337 $390K 0.05% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,329 $388K 0.03% -258 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,319 $387K 0.05% -186 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,311 $385K 0.14% -3 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,309 $385K 0.16% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,308 $385K 0.36% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,308 $385K 0.22% +1,420 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,300 $384K <0.01% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,294 $383K 0.08% +794 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,291 $382K 0.05% +268 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,287 $382K 0.26% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,279 $381K 0.04% +116 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,281 $380K 0.03% 0 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,274 $379K 0.13% -24 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,265 $378K 0.14% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,265 $378K 0.21% 0 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,259 $377K 0.04% +296 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,259 $377K 0.1% +262 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,257 $376K 0.05% +646 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,251 $375K 0.06% +150 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,251 $375K 0.02% +281 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,250 $375K 0.04% -22,187 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,246 $375K 0.04% +183 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,245 $374K 0.09% -260 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,242 $374K 0.12% +5 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,241 $374K 0.6% +462 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,238 $373K 0.09% +20 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,230 $372K 0.22% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,230 $372K 0.12% +63 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,229 $372K 0.2% -13,407 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,227 $371K 0.15% 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,222 $371K 0.08% -27 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 2,212 $369K 0.15% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,204 $368K 0.09% 0 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 2,205 $368K 0.01% -1,776 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,196 $366K 0.09% new 13F-HR Timeline