Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 8,605 $964K 0.56% 0 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,218 $961K +627 Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 8,564 $960K 0.54% -15,783 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,561 $959K 0.09% -3,370 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,530 $956K 0.41% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,520 $955K 0.37% -36 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,517 $954K 0.27% -140 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,497 $952K 0.08% +8,483 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,451 $947K <0.01% -515 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,398 $941K 0.44% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 8,381 $939K 0.03% -203,002 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,308 $931K 0.06% +1,460 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,297 $930K 0.03% -3,622 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,276 $927K 0.04% +4,661 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,241 $923K 0.07% +139 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,201 $919K 0.36% -532 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,150 $913K 0.28% +996 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,142 $912K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,138 $912K 0.05% +574 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 8,069 $904K 0.22% -600 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,062 $903K 0.36% +33 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 8,696 $903K 0.18% -1,384 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,054 $902K 0.31% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,011 $898K 0.29% +5,762 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 8,000 $896K <0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,976 $894K 0.02% +1,407 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,945 $890K 0.33% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,906 $886K 0.19% -5,044 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,893 $884K 0.02% +578 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,876 $883K 0.19% -40 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,840 $878K 0.04% -310 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,824 $877K 0.06% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,803 $874K 0.31% -91 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,702 $863K 0.04% +1,871 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,635 $856K 0.13% -65 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 7,624 $854K 0.22% -5,826 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 7,615 $853K 0.32% -1,019 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,608 $853K 0.01% new 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,606 $852K 0.02% +1,575 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,571 $848K 0.12% -4,134 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,567 $848K 0.06% -7,574 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,563 $847K 0.09% +1,297 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,561 $847K 0.23% -190 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 7,558 $847K 0.73% new 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,552 $846K 0.06% +602 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,528 $844K 0.3% -95 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,521 $843K 0.32% +1,453 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,484 $839K 0.11% +208 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,482 $838K 0.01% -1,215 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,470 $837K 0.03% -859 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,434 $833K 0.02% +442 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,427 $832K 0.04% -1,100 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,395 $829K 0.01% +1,260 13F-HR Timeline Group Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 7,387 $827K 0.89% +52 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,373 $826K 0.02% -614 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,367 $825K 0.31% -4,729 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,356 $824K 0.06% -308 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,317 $820K 0.11% -40 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,288 $817K 0.28% +240 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 7,250 $812K 0.42% +1,950 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 7,247 $812K 0.07% +1,318 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,231 $810K 0.56% +3 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,230 $810K 0.08% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,216 $809K 0.37% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archer Investment Corp More: the full row for Archer Investment Corp 7,190 $806K 0.21% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,185 $805K 0.18% -560 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,773 $803K 0.16% +880 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,157 $802K 0.66% -75 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,151 $801K 0.05% -1,834 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,150 $801K 0.05% -2,049 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,090 $794K 0.1% +1 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,081 $793K 0.65% -259 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 7,065 $792K 0.12% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,046 $790K 0.21% -2,322 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,028 $787K 0.11% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 7,025 $787K 0.19% -1,165 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 7,021 $787K 0.12% +1,786 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,017 $786K 0.05% -716 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 7,000 $784K 0.96% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,995 $784K 0.2% -170 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,977 $782K 0.13% -3,114 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,954 $779K 0.07% -2,558 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,950 $779K <0.01% -3,656 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,939 $778K 0.27% +3,833 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,923 $776K 0.03% -595 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,904 $774K 0.68% +120 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,900 $773K 0.28% -531 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,899 $773K 0.02% +1,351 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,887 $772K 0.17% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,887 $772K 0.11% +927 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,874 $770K 0.4% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,860 $769K 0.26% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,855 $768K 0.67% +868 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,849 $767K 0.13% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,800 $762K 0.03% -377 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,799 $762K 0.11% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,772 $759K 0.28% +639 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,768 $758K 0.33% +3,009 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,740 $755K 0.14% +1,080 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,735 $755K 0.06% +623 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,733 $754K 0.64% -80 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,087 $754K 0.01% -1,416 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,723 $753K 0.13% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6,719 $753K 0.64% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,691 $750K 0.16% +4,321 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,673 $748K 0.07% +407 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,665 $747K -233,643 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,604 $740K 0.03% +1,160 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,592 $739K 0.31% +2,400 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,581 $737K 0.08% -311 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,548 $734K 0.03% -18,120 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,534 $732K 0.06% -204 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,523 $731K 0.03% -7,354 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,509 $729K 0.03% -114 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,500 $728K 0.01% -525 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 6,500 $728K 0.3% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,484 $727K 0.22% -10,826 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,468 $725K 0.07% +62 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,460 $724K 0.37% +616 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,460 $724K 0.23% +862 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,458 $724K 0.61% -1,360 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,424 $720K 0.28% -246 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 6,423 $720K 0.17% +1,972 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,416 $719K 0.11% +1,362 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,401 $717K 0.19% -215 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 6,397 $717K 0.38% -150 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,384 $715K 0.03% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,052 $715K 0.29% +17 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,381 $715K 0.03% -505 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,838 $715K 0.09% +1,278 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,348 $711K 0.02% +435 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,346 $711K 0.03% +292 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 6,300 $706K 0.09% 0 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,299 $706K 0.35% +159 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,291 $705K 0.05% -488 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,290 $705K 0.75% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 6,282 $704K 0.67% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,261 $702K 0.08% +1,124 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,261 $702K 0.54% +76 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,253 $701K 0.18% +2,981 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 6,205 $695K 0.77% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,200 $695K 0.26% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,201 $695K 0.08% +41 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,195 $694K 0.05% -2,135 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,150 $689K 0.02% -555 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,139 $688K 0.01% +478 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,107 $684K 0.2% +60 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,100 $684K 0.21% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,058 $679K 0.01% +527 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,042 $677K 0.09% -30 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 6,040 $677K 0.34% +100 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,004 $673K 0.06% 0 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 6,000 $672K 0.01% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,000 $672K 0.06% -3,050 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,995 $672K 0.1% +319 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. 5,993 $672K 0.01% +39 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,769 $669K 0.02% -360 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,972 $669K 0.07% +60 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,967 $669K 0.23% -60 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,956 $667K 0.01% +94 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,947 $666K 0.17% -1,065 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,939 $665K 0.05% +1,578 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,903 $661K 0.05% -1,778 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,895 $661K 0.54% -70 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,891 $660K 0.2% +7 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,877 $659K 0.04% +4,581 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 5,825 $653K 0.28% -850 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,709 $650K 0.34% +49 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,797 $650K 0.03% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,780 $648K 0.06% +100 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,742 $643K 0.15% -1 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 5,725 $641K 0.58% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,713 $640K 0.06% +3,097 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,707 $639K 0.21% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,691 $638K 0.07% -547 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,676 $636K 0.03% +1,268 13F-HR/A Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,661 $634K 0.09% -458 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,660 $634K 0.18% +112 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,651 $633K 0.1% +76 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,640 $632K 0.08% +3,572 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,636 $631K 0.31% -884 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,557 $623K 0.26% -374 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,529 $619K 0.17% -1,412 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,518 $618K 0.29% +425 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 5,515 $618K 0.79% new 13F-HR Timeline Trust Co More: the full row for Trust Co 5,511 $618K 0.07% -1,972 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,494 $616K 0.11% -609 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,490 $615K 0.07% -465 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,481 $614K 0.06% -2,050 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,850 $614K 0.25% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,470 $613K 0.04% -149 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,469 $613K 0.06% +884 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,464 $612K 0.42% -410 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,784 $611K 0.24% +2,654 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,400 $605K 0.29% -15 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,359 $600K 0.11% +68 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,345 $599K 0.06% -657 13F-HR/A Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,338 $598K 0.44% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 5,332 $597K 0.02% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,332 $597K 0.09% +1,250 13F-HR Timeline