Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,644 $1.45M 1.04% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,642 $1.45M 0.44% -291 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,641 $1.45M 0.63% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,637 $1.45M 0.13% -140 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,356 $1.45M 0.45% +335 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,209 $1.45M 0.98% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,618 $1.45M 0.11% +217 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,615 $1.44M 0.83% +401 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,613 $1.44M 0.52% +287 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,610 $1.44M 0.65% +598 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,606 $1.44M 0.5% -180 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,605 $1.44M 0.3% -144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Castellan Group More: the full row for Castellan Group 4,600 $1.44M 0.18% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,592 $1.44M 0.77% -688 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,587 $1.44M 0.3% +105 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,580 $1.43M 0.08% +72 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,580 $1.43M 0.33% +227 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,579 $1.43M 1.1% +59 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,567 $1.43M 0.62% -909 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,564 $1.43M 0.73% +51 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 4,562 $1.43M 0.98% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,551 $1.42M 0.24% +506 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,551 $1.42M 0.46% +380 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,546 $1.42M 0.21% +2,194 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,542 $1.42M 0.44% -2,602 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 4,541 $1.42M 1.53% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,541 $1.42M 0.3% +62 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,226 $1.42M 0.22% +1,231 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,536 $1.42M 1.15% -27 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,533 $1.42M 0.26% +293 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,528 $1.42M 1.53% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,526 $1.42M 0.29% +109 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,521 $1.42M 0.51% +49 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,520 $1.41M 0.42% +120 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,506 $1.41M 0.53% +160 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,513 $1.41M 0.11% +91 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,505 $1.41M 1.21% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,500 $1.41M 0.16% -3,000 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,493 $1.41M 0.66% +2,194 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,491 $1.41M 0.84% +695 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,484 $1.4M 1.11% -207 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 4,478 $1.4M 0.84% 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,475 $1.4M 0.17% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,475 $1.4M 0.65% +275 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,470 $1.4M 0.18% +29 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,464 $1.4M 0.82% +38 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,463 $1.4M 0.46% -389 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,456 $1.4M 0.54% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,446 $1.39M 0.88% -180 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,443 $1.39M 0.82% +242 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,443 $1.39M 0.51% +274 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,437 $1.39M 0.55% -528 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,435 $1.39M 0.35% -100 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,422 $1.38M 0.31% +1,166 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 4,414 $1.38M 0.14% -231 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,401 $1.38M 0.67% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,401 $1.38M 0.7% +55 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,129 $1.37M 0.34% +144 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,391 $1.37M 0.34% -3,371 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 4,387 $1.37M 0.42% +214 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,379 $1.37M 0.42% -46 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,372 $1.37M 0.27% -443 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,367 $1.37M 0.68% -50 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 4,356 $1.36M 2.52% -5,050 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,347 $1.36M 0.2% +466 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,340 $1.36M 0.73% -212 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,337 $1.36M 1.14% -905 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 4,331 $1.36M 0.3% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,331 $1.36M 0.38% -29 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 4,326 $1.35M 0.34% +305 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,078 $1.35M 0.33% +261 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,321 $1.35M 0.32% +2,780 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,320 $1.35M 0.76% 0 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,319 $1.35M 1.37% 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 4,319 $1.35M 0.67% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,318 $1.35M 0.82% +473 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,317 $1.35M 0.24% +1,738 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,316 $1.35M 0.15% -66 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,314 $1.35M 0.06% -586 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,313 $1.35M 1.21% 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 4,311 $1.35M 1.41% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,310 $1.35M 0.57% -177 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 4,300 $1.35M 0.51% -200 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,309 $1.35M 0.21% +25 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 4,306 $1.35M 1.09% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,300 $1.35M 0.55% -2,237 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 4,300 $1.35M 1.26% +300 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,298 $1.35M 1.34% -128 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,285 $1.34M 0.53% +2 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,252 $1.34M 0.17% -49 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,269 $1.34M 0.38% -206 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 4,049 $1.34M 1.36% -74 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,260 $1.33M 0.76% -332 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,259 $1.33M 0.7% 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,259 $1.33M 0.34% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,253 $1.33M 0.05% +812 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,248 $1.33M 1.46% 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,246 $1.33M 0.92% +54 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,244 $1.33M 0.64% +709 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 4,239 $1.33M 0.49% -31 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,239 $1.33M 0.76% 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,237 $1.33M 0.75% -60 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,206 $1.33M 1.2% -52 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,233 $1.33M 0.3% +2 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,233 $1.32M 0.24% -223 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,232 $1.32M 0.28% +35 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,216 $1.32M 0.21% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,215 $1.32M 0.64% +389 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,203 $1.32M 0.64% +179 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,202 $1.32M 0.48% -26 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,201 $1.32M 0.12% -118 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,200 $1.31M 0.26% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,189 $1.31M 0.3% +373 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,186 $1.31M 0.52% +144 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4,185 $1.31M 1.2% -15 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,181 $1.31M 0.29% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,175 $1.31M 0.29% -46 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,170 $1.31M 0.29% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,169 $1.3M 0.62% -281 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,162 $1.3M 0.52% -525 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,162 $1.3M 0.16% +534 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,853 $1.3M 0.49% +9 13F-HR/A Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,160 $1.3M 0.4% -201 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,159 $1.3M 0.94% 0 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,151 $1.3M 2.08% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,149 $1.3M 0.28% +1,288 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,139 $1.3M 0.96% 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,129 $1.29M 1.52% -285 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,117 $1.29M 0.35% +18 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,111 $1.29M 0.89% -42 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,105 $1.28M 0.22% +226 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,103 $1.28M 0.71% +3 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,100 $1.28M 0.59% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,099 $1.28M 0.78% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,097 $1.28M 1.1% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,097 $1.28M 0.41% +55 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,094 $1.28M 0.5% +40 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,092 $1.28M 0.87% +81 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,092 $1.28M 0.11% +27 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 4,091 $1.28M 0.79% +236 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 4,091 $1.28M 1.26% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,083 $1.28M 0.95% +305 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,070 $1.27M 0.79% -1,322 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,067 $1.27M 0.11% +52 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,067 $1.27M 0.35% +1,061 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,875 $1.27M 0.65% +145 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,058 $1.27M 0.05% -30,650 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,057 $1.27M 0.38% -67 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,052 $1.27M 0.64% +88 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,046 $1.27M 0.69% -1,268 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,045 $1.27M 0.3% -30 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,043 $1.27M 0.54% -276 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,039 $1.26M 0.19% -39 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 4,038 $1.26M 0.5% +60 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,037 $1.26M 0.17% -138 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 4,028 $1.26M 0.75% -24 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,782 $1.26M 1.4% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,025 $1.26M 0.17% -2,467 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,802 $1.26M 0.31% -398 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,013 $1.26M 0.38% +40 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 4,003 $1.25M 1.25% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,001 $1.25M 0.42% 13F-HR/A Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 4,000 $1.25M 0.08% 0 13F-HR Timeline Group Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 4,000 $1.25M 0.94% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,997 $1.25M 0.28% -573 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,996 $1.25M 0.49% +544 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 3,995 $1.25M 0.16% -1,200 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,988 $1.25M 0.43% -30 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,986 $1.25M 0.32% +2,342 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,979 $1.25M 0.32% +73 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,976 $1.24M 0.8% +71 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,961 $1.24M 0.04% new 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,956 $1.24M 0.45% -42 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 3,943 $1.23M 0.56% 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,942 $1.23M 0.11% -5 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 3,937 $1.23M 1.03% +1,959 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,936 $1.23M 0.77% -148 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,918 $1.23M 0.33% -14 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,918 $1.23M 1.08% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,909 $1.22M 0.86% -110 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 3,900 $1.22M 0.06% -18,550 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,904 $1.22M 1.17% 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 3,903 $1.22M 0.12% -1,336 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,900 $1.22M 0.44% -53 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 3,900 $1.22M 0.82% 0 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,884 $1.22M 0.77% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,881 $1.21M 0.74% +1,546 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 3,872 $1.21M 0.44% 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,867 $1.21M 0.15% +690 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,860 $1.21M 0.23% -22 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,858 $1.21M 0.32% -281 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 3,856 $1.21M 0.36% -204 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,854 $1.21M 0.61% 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,854 $1.21M 0.25% -15 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,849 $1.2M 0.38% -240 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,845 $1.2M 0.85% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,841 $1.2M 0.5% 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 3,830 $1.2M 1.16% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,826 $1.2M 0.18% +1 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,795 $1.2M 1.55% +65 13F-HR Timeline