Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 2,332 $234K 0.23% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,329 $234K 0.02% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,316 $232K <0.01% -77 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,301 $231K 0.1% 0 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 2,297 $230K 0.22% 13F-HR/A Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,286 $229K 0.12% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,286 $229K 0.07% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,285 $229K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,264 $227K 0.04% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,260 $227K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,259 $227K <0.01% +545 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,254 $226K 0.01% +2,047 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,237 $224K 0.04% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,237 $224K 0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,235 $224K 0.05% +1,984 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,232 $224K 0.07% -12,299 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,227 $223K 0.02% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,227 $223K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,225 $223K 0.02% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,219 $223K 0.09% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,210 $222K 0.03% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,201 $221K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,184 $219K 0.01% +533 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,167 $217K 0.1% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,166 $217K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,159 $217K <0.01% -2,370 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,158 $216K 0.05% +1,071 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,155 $216K 0.12% -7 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,155 $216K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,152 $216K 0.05% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,140 $215K 0.03% +1,557 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,132 $214K 0.13% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,130 $214K 0.05% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,116 $212K 0.01% -1,010 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,112 $212K 0.13% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,111 $212K 0.01% -7,276 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,113 $211K 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,098 $210K 0.02% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,091 $210K <0.01% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,089 $209K 0.06% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,084 $209K 0.02% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,083 $209K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,082 $209K 0.09% +1,303 13F-HR/A Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,075 $208K 0.02% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,072 $208K 0.05% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,041 $205K 0.03% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,040 $205K 0.04% -2,000 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,027 $203K 0.03% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,025 $203K 0.09% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,018 $202K 0.09% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,007 $201K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,006 $201K 0.01% -967 13F-HR Timeline Group Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,000 $201K 0.17% -1,741 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,002 $201K 0.01% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 2,000 $201K 0.08% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,983 $199K 0.02% +530 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,929 $193K 0.01% +49 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,905 $191K 0.11% -346 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,860 $187K 0.04% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,858 $186K <0.01% -101 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,852 $186K 0.06% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 1,840 $185K 0.15% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,742 $175K <0.01% +1,183 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,699 $170K <0.01% +155 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. 1,668 $167K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,649 $165K 0.01% +823 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,611 $162K 0.02% +1,500 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,606 $161K 0.12% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,573 $158K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,514 $152K 0.01% -37 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,509 $151K 0.06% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,500 $150K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,405 $141K 0.02% +250 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,349 $135K 0.01% +370 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 1,343 $135K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,323 $133K 0.01% +143 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,298 $130K <0.01% -52 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,290 $129K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,280 $128K 0.03% -60 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,256 $126K <0.01% +84 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,346 $126K 0.02% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,228 $123K <0.01% new 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,087 $120K 0.09% +25 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,195 $120K 0.04% -890 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,192 $120K <0.01% -410 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,176 $118K <0.01% -760 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,170 $117K 0.03% +270 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,089 $109K 0.01% +116 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,000 $100K 0.01% -1,404 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 975 $97.8K 0.02% 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 961 $96.4K 0.04% -3,881 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 952 $95.5K <0.01% -250 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 950 $95.3K 0.01% -473 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 936 $93.9K <0.01% +587 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 899 $90.2K 0.02% -715 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 875 $87.7K 0.04% -200 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 874 $87.6K 0.01% +2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 848 $85K 0.02% +20 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 832 $83.4K 0.01% +52 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 823 $82.5K 0.15% -6 13F-HR Timeline StepStone Group LP More: the full row for StepStone Group LP 786 $78.8K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 767 $76.9K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 763 $76.5K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 739 $75K 0.04% -13 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 716 $71.8K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 677 $67.9K 0.01% -834 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 656 $65.8K <0.01% -20 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 649 $65.1K 0.02% +21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 629 $63.1K 0.01% +24 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 606 $60.8K 0.03% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 600 $60.2K 0.02% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 598 $60K 0.03% -9 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 593 $59.5K <0.01% -51 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 592 $59.4K 0.01% -2 13F-HR/A Timeline MOTCO More: the full row for MOTCO 585 $58.7K 0.01% +18 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 577 $57.9K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 575 $57.7K 0.01% -25 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 568 $57K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 549 $55.1K <0.01% +548 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 537 $53.9K 0.01% +47 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 535 $53.6K 0.01% -115 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 534 $53.5K 0.01% +15 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 533 $53.5K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 470 $53.1K <0.01% -118 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 511 $51.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 471 $51.2K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 635 $51K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $50.1K 0.11% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $50.1K 0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 500 $50.1K 0.05% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 478 $47.9K 0.01% +74 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 475 $47.6K <0.01% 0 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 463 $46.4K 0.01% +25 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 450 $45.1K <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 433 $43.4K 0.01% -185 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 424 $42.5K 0.03% -1,421 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 417 $41.8K <0.01% -31 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 406 $40.7K 0.02% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 406 $40.7K 0.02% -722 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 404 $40.5K <0.01% -73 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 400 $40.1K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 399 $40K 0.21% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 401 $39.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 378 $39.5K <0.01% +48 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 384 $38.5K 0.01% -4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 371 $37.2K <0.01% -40 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 367 $36.8K <0.01% +132 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 366 $36.7K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 357 $35.8K <0.01% +152 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 346 $34.7K <0.01% -36 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 339 $34K <0.01% +6 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 339 $34K <0.01% +51 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 335 $33.6K 0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 331 $33.2K 0.01% +141 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 331 $33.2K <0.01% +158 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 325 $32.6K <0.01% -19 13F-HR/A Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 325 $32K <0.01% new 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 314 $32K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 310 $31.1K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 305 $30.6K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $30.1K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 300 $30.1K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 300 $30.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 296 $29.7K <0.01% +35 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 290 $29.1K <0.01% new 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 289 $29K <0.01% 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 269 $29K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 250 $28.2K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 272 $27.3K 0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 272 $27.3K 0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 269 $27K 0.01% +26 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 259 $26K 0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 252 $25.3K <0.01% -133 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 251 $25.2K <0.01% +197 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 250 $25.1K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 249 $25K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 238 $23.9K -2,941 Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 231 $23.2K 0.01% -1,000 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 234 $23K <0.01% +54 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 229 $23K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 226 $22.7K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 223 $22.4K 0.01% +164 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 220 $22.1K 0.02% +123 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 218 $21.9K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 217 $21.8K <0.01% -688 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 215 $21.6K <0.01% -697 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 213 $21K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 204 $20.5K 0.01% +100 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $20.1K <0.01% +77 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $20.1K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 198 $20K <0.01% +113 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 198 $19.9K <0.01% +25 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 197 $19.8K 0.01% +100 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 202 $19K <0.01% +4 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 189 $19K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 185 $18.6K <0.01% -34 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 185 $18.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 183 $18.4K <0.01% +53 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 182 $18.3K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 175 $17.5K 0.01% 0 13F-HR Timeline