Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,987 $1.12M 0.06% -27 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,152 $1.12M 0.39% -214 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,979 $1.11M 0.38% -500 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,966 $1.11M 0.15% +43 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,957 $1.11M 0.37% +2,070 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,952 $1.1M 0.31% +75 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,942 $1.1M 0.61% -21 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,942 $1.1M 0.3% +49 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,938 $1.1M 0.04% -201 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,937 $1.1M 0.23% -185 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,935 $1.1M 0.17% +1,739 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,930 $1.09M 0.15% -187 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,927 $1.09M 0.92% -13 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 2,921 $1.09M 0.72% +159 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,920 $1.09M 0.04% -2,078 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,917 $1.09M 0.18% +437 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,913 $1.09M 0.69% -28 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,913 $1.09M 0.05% +354 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,913 $1.09M 0.16% +18 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,913 $1.09M 0.65% +464 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,902 $1.08M 0.06% -903 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 2,896 $1.08M 0.39% -13 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,894 $1.08M 0.08% +105 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,893 $1.08M 0.14% +10 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,890 $1.08M 0.04% +405 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,890 $1.08M 0.14% -120 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,888 $1.08M 0.12% +578 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,883 $1.08M 0.14% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,882 $1.08M 0.2% +181 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,879 $1.08M 0.07% +112 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,873 $1.07M 0.22% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,870 $1.07M 0.21% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,867 $1.07M 0.11% +3 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,861 $1.07M 1.15% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,846 $1.06M 0.33% +188 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,844 $1.06M 0.6% -56 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,839 $1.06M 0.36% -912 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,834 $1.06M 0.05% +36 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,833 $1.06M 0.25% -22 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,831 $1.06M 0.18% +240 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,822 $1.06M 0.46% -289 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,827 $1.06M 0.18% -113 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,814 $1.05M 0.3% -102 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,812 $1.05M 0.2% -60 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,804 $1.05M 0.49% +107 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,797 $1.05M 0.07% -3,147 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,795 $1.04M 0.08% +92 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,783 $1.04M 0.22% -27 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,778 $1.04M 0.05% +356 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,769 $1.03M 0.44% +187 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,768 $1.03M 0.35% +370 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,764 $1.03M 0.22% +850 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,763 $1.03M 0.07% +236 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,760 $1.03M 0.29% -25 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,757 $1.03M 0.25% +27 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 2,756 $1.03M 0.95% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,756 $1.03M 0.26% +692 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,755 $1.03M 0.43% +35 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,747 $1.03M 0.11% -1,977 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,743 $1.03M 0.04% +25 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,740 $1.02M 0.15% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,840 $1.02M 0.28% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,735 $1.02M 0.11% +255 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,727 $1.02M 0.25% -97 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,725 $1.02M 0.11% +167 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,725 $1.02M 0.09% -395 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,722 $1.02M 0.08% -153 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,722 $1.02M 0.03% -2 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,720 $1.02M 0.05% -2 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,718 $1.02M 0.05% -364 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,716 $1.02M 0.15% -30 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,710 $1.01M 0.06% +132 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,709 $1.01M 0.15% +217 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,708 $1.01M 0.25% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,705 $1.01M 0.37% -140 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,704 $1.01M 0.11% -12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,703 $1.01M 0.09% +15 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,692 $1.01M 0.04% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,686 $1M 0.42% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,686 $1M 0.12% +23 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,682 $1M 0.05% -7,113 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,675 $1000K 0.16% -174 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,672 $999K 0.03% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,659 $994K 0.39% -87 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,642 $987K 0.19% -291 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,637 $986K 0.05% -72 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,633 $984K 0.22% +56 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,630 $983K 0.15% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,630 $983K 0.56% +863 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,627 $982K 0.22% +4 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,621 $979K 0.09% +76 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,613 $977K 0.24% +100 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 2,611 $976K 0.1% -13,692 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,610 $976K 0.16% -182 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,609 $975K 0.12% -50 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,605 $973K 0.66% -8 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,604 $973K 0.01% -880 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,603 $973K 0.08% +1 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,598 $971K 0.05% +70 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,591 $968K 0.27% +21 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,584 $966K 0.52% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,583 $965K 0.3% -40 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,577 $963K 0.27% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,577 $963K 0.27% -35 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,575 $962K 0.25% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,572 $961K 0.03% +244 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,557 $956K 0.31% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,557 $956K 0.08% +1,237 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,699 $955K 0.05% -24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,550 $953K 0.08% +120 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,981 $951K 0.4% +1,535 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,544 $951K 0.06% -77 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,535 $947K 0.29% +526 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,534 $947K 0.49% -212 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,533 $947K 0.06% +486 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,523 $946K 0.37% -7 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,530 $946K 0.49% +343 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,529 $945K 0.43% +95 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,529 $945K 0.08% +102 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,530 $945K 0.03% -2 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,524 $943K 0.04% +331 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,522 $943K 0.13% +1,441 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,518 $941K 0.4% +2 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,517 $941K 0.52% +52 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,514 $940K 0.02% -3,541 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,513 $939K 0.32% -10 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,510 $938K 0.21% +64 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,510 $938K 0.01% +857 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 2,509 $938K 0.02% +452 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,510 $937K 0.05% -8,376 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,506 $937K 0.06% +145 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,505 $936K 0.29% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,505 $936K 0.11% +25 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,504 $936K 0.2% -28 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,501 $935K 0.1% +207 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,500 $934K 0.2% -1,584 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,499 $934K 0.06% +106 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,499 $934K 0.39% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,498 $934K 0.12% +38 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,495 $932K 0.33% +7 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,494 $932K 0.13% +1,043 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,484 $928K 0.3% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,480 $927K <0.01% new 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,479 $927K 0.12% +125 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,655 $926K 0.31% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,469 $923K 0.04% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,468 $923K 0.21% +108 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,468 $922K 0.44% -264 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,463 $921K 0.58% -25 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,459 $919K 0.11% +64 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,457 $918K 0.39% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,452 $916K 0.05% -7,038 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,452 $916K 0.08% -127 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,450 $916K 0.32% -159 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,450 $915K 0.15% +25 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,448 $915K 0.07% 0 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 2,448 $915K 0.31% -160 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,447 $915K 0.04% -339 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,446 $914K 0.07% -9 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,446 $914K 0.06% -127 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,445 $914K 0.23% +1,336 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,444 $913K 0.11% +75 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,436 $911K 0.14% +56 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,432 $909K 0.2% +419 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,425 $906K 0.76% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,421 $905K 0.27% -108 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,420 $904K 0.05% +34 13F-HR/A Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,416 $903K 0.27% +290 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,407 $900K 0.07% +132 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,407 $899K 0.29% -643 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,406 $899K 0.11% -112 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,404 $898K 0.42% +317 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,404 $898K 0.12% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,403 $898K 0.97% -1 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,400 $897K 0.24% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,400 $897K 0.11% +34 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,399 $897K 0.35% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 2,398 $896K 0.49% -437 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,395 $895K 0.27% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,393 $894K 0.11% -1 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,391 $894K 0.58% +5 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,387 $892K 0.21% -58 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,386 $892K 0.05% +24 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,384 $891K 0.5% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,384 $891K 0.28% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,384 $891K 1.72% -166 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,384 $891K 0.24% -158 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,382 $890K 0.3% +277 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,380 $890K 0.23% -517 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,377 $888K 0.42% -4,820 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,375 $888K 0.17% +481 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,371 $886K 0.34% +221 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,370 $886K 0.1% +130 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,369 $885K 0.33% -2,429 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,368 $885K 0.4% +22 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,365 $884K 0.22% new 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,363 $883K 0.27% -2 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,357 $881K 0.12% +516 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,356 $881K 0.29% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,355 $880K 0.04% -244 13F-HR Timeline