MWA Asset Management More: the full row for MWA Asset Management 3,491 $772K 0.35% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,491 $772K 0.04% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,486 $771K 0.17% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,506 $770K 0.11% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,475 $768K 0.04% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,466 $766K 0.32% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,465 $765K 0.3% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,445 $762K 0.1% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,440 $761K 0.14% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,439 $760K 0.08% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,428 $758K 0.19% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,426 $757K 0.1% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,419 $756K 0.07% new 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,419 $756K 0.14% new 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,418 $756K 0.05% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,398 $751K 0.35% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,396 $751K 0.06% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,391 $750K 0.11% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,390 $750K 0.04% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,388 $749K 0.3% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $744K 0.18% new 13F-HR Timeline Amount filed as zero, left out of ratios. CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,324 $735K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,296 $729K 0.02% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,293 $728K 0.25% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 3,292 $728K 0.34% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,288 $727K 0.17% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,286 $726K 0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,283 $726K 0.11% new 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,277 $724K 0.09% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 3,273 $724K 0.28% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,261 $721K 0.09% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,259 $720K 0.08% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,258 $720K 0.04% new 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 3,253 $719K 0.58% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,251 $719K 0.21% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,247 $718K 0.02% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,236 $716K 0.27% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,231 $714K 0.18% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,227 $713K 0.02% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,212 $710K 0.07% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,204 $708K 0.04% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,201 $708K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,189 $705K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,183 $704K 0.02% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,178 $703K 0.16% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,185 $702K 0.21% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,162 $699K 0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,162 $699K 0.07% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,130 $694K 0.32% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,127 $691K 0.05% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,125 $691K 0.03% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,116 $689K 0.5% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,114 $688K 0.05% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,114 $688K 0.06% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,104 $686K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,098 $685K 0.09% new 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,093 $684K 0.53% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,083 $682K 0.07% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,074 $680K 0.05% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,067 $678K 0.03% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,057 $676K 0.3% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,046 $673K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,032 $670K 0.21% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,000 $663K 0.09% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,994 $662K 0.02% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,989 $661K 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,980 $659K 0.07% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,962 $655K 0.04% new 13F-HR/A Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,960 $654K 0.16% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,957 $654K 0.04% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,955 $653K 0.27% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,953 $653K 0.23% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,951 $652K 0.08% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,949 $652K 0.1% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,948 $652K 0.11% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,917 $645K 0.24% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,916 $643K 0.16% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,897 $640K 0.04% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,892 $639K 0.11% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,875 $636K 0.18% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,873 $635K 0.02% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,866 $634K 0.26% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,859 $632K 0.07% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,855 $631K 0.03% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,849 $630K 0.01% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,846 $629K 0.02% new 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,838 $627K 0.15% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,836 $627K 0.08% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,832 $626K 0.1% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,821 $623K 0.04% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,816 $622K 0.5% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,806 $620K 0.28% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,789 $617K 0.09% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,779 $614K 0.31% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,776 $614K 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,577 $614K 0.01% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,773 $613K 0.29% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,770 $612K 0.05% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,767 $612K 0.07% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,763 $611K 0.1% new 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 2,756 $609K 0.35% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,750 $608K 0.03% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,746 $607K 0.06% new 13F-HR/A Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,738 $605K 0.09% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,721 $602K 0.13% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,644 $601K 0.04% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,715 $600K 0.16% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,710 $599K 0.32% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,706 $598K 0.04% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,705 $598K new Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,704 $598K 0.01% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,700 $597K 0.41% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,687 $594K 0.07% new 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,674 $591K 0.09% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,649 $586K 0.12% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,646 $585K 0.29% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,645 $585K 0.33% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,644 $585K 0.12% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,640 $584K 0.23% new 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,640 $584K 0.34% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,631 $582K 0.11% new 13F-HR/A Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,807 $579K 0.16% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,613 $578K 0.07% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,596 $574K 0.06% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,574 $569K 0.17% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,571 $568K 0.14% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,558 $566K 0.23% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,555 $565K 0.05% new 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,550 $564K 0.04% new 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,534 $560K 0.11% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,528 $559K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,527 $559K 0.02% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,525 $558K 0.08% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,681 $557K 0.18% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,507 $554K 0.03% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,506 $554K 0.04% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,502 $553K 0.1% new 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 2,500 $553K 0.54% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,499 $552K 0.2% new 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,496 $552K 0.09% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 2,490 $550K 0.06% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,484 $549K 0.05% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,448 $548K 0.06% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,467 $545K 0.03% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,464 $544K 0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,459 $544K 0.11% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,452 $542K 0.04% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,450 $542K 0.18% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,448 $541K 0.08% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,446 $541K 0.08% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,444 $540K 0.21% new 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,440 $539K 0.18% 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,400 $531K 0.17% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,391 $529K 0.1% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,388 $528K 0.17% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,382 $527K 0.19% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,378 $526K 0.14% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,377 $526K 0.03% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,386 $525K 0.22% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,372 $524K 0.14% new 13F-HR/A Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,371 $524K 0.29% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 2,369 $524K 0.23% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,369 $524K 0.13% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,369 $524K 0.18% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,363 $522K 0.03% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,356 $521K 0.25% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,351 $520K 0.02% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,350 $520K 0.09% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,349 $519K 0.05% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,349 $519K 0.13% 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,345 $518K <0.01% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,324 $514K <0.01% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,322 $513K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,311 $511K 0.03% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,301 $509K 0.35% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,299 $508K 0.18% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,298 $508K 0.09% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,288 $506K 0.19% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,283 $505K 0.29% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,278 $504K 0.04% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,023 $502K 0.15% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,264 $500K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,257 $499K <0.01% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,254 $498K 0.26% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,251 $498K 0.04% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,251 $498K 0.09% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,250 $497K 0.32% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,247 $497K 0.15% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,245 $496K 0.02% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,345 $496K 0.07% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,183 $496K 0.1% new 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,241 $495K 0.08% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,239 $495K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,237 $495K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,234 $494K 0.03% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,226 $492K 0.18% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,223 $491K 0.1% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,222 $491K 0.04% new 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,218 $490K 0.05% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,208 $489K 0.11% new 13F-HR Timeline