Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 9,270 $891K 0.45% 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,260 $890K 0.15% +15 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,946 $863K 0.09% +1,270 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,918 $858K 0.03% -1,616 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,946 $857K 0.22% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 8,835 $850K 0.39% -1,540 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 8,645 $831K 0.58% -36,695 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,616 $829K 0.37% +1,950 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,568 $824K 0.14% +216 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 8,427 $810K 1.14% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8,399 $808K 0.84% +952 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,329 $801K 0.07% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 8,326 $801K 0.21% 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 8,304 $799K 0.54% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,267 $795K 0.08% -55 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,164 $785K 0.09% +2,293 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,043 $773K 0.05% -1,776 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,026 $772K <0.01% +2,032 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 8,008 $770K 0.51% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,945 $764K 0.21% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,935 $763K 0.05% +110 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,783 $748K 0.46% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,780 $748K 0.02% +1,844 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,719 $742K 0.03% -275 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,694 $740K 0.08% +757 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,639 $735K 0.03% -5,856 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,597 $731K 0.23% -5,882 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,524 $724K 0.03% +5 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,478 $719K <0.01% +193 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 7,555 $715K 0.08% new 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 7,295 $701K 0.02% -388 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7,256 $697K 0.31% -43 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 7,137 $695K 0.3% -134 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,168 $689K 0.2% +1,851 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,150 $688K 0.19% +30 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 7,148 $687K 0.24% +1,426 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 7,020 $675K 0.12% -209 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,992 $672K 0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,978 $671K 0.04% -7,364 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,947 $668K 0.05% +1,341 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,925 $666K 0.03% +4,139 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,881 $662K 0.02% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,863 $660K 0.43% +3,755 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,851 $659K 0.02% -47 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,850 $659K 0.11% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 6,763 $650K 0.11% +35 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,657 $640K 0.09% -331 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,636 $638K 0.07% +585 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,647 $638K 0.1% -126 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,632 $638K 0.4% +4,348 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 6,623 $637K 0.37% +702 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,582 $635K 0.01% -269 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,571 $632K 0.12% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,511 $626K 0.05% +765 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,504 $625K 0.05% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,503 $625K 0.07% -1,086 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,481 $623K 0.09% +517 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,426 $618K 0.03% -388 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,302 $606K 0.18% -358 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,302 $606K 0.01% -1,429 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,299 $606K 0.44% -84 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 6,283 $604K 0.35% +558 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,253 $601K 0.01% +936 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 6,240 $600K 0.1% -418 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,208 $597K 0.07% +95 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,182 $594K 0.09% +176 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,158 $592K 0.03% -425 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 6,145 $591K 0.24% new 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 6,109 $587K 0.09% -40 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,062 $583K 0.13% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,959 $573K <0.01% -113,826 13F-HR Timeline Group Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 5,871 $565K 0.24% +46 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,847 $563K 0.14% -125 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,833 $561K 0.12% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,830 $561K <0.01% +2,063 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,817 $559K 0.24% -1,289 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,787 $557K 0.06% -362 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,785 $556K 0.13% -8 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,782 $556K 0.36% +335 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 5,752 $553K 0.75% -303 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,710 $549K 0.25% 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,688 $547K 0.06% +2,782 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,639 $542K 0.22% -137 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 5,614 $540K 0.67% +39 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,568 $535K 0.09% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,567 $535K 0.1% +4,574 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,524 $535K 0.09% +820 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,552 $534K 0.05% -998 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,032 $532K 0.01% +1,185 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,504 $529K <0.01% -1,447,847 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,502 $529K 0.21% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,456 $525K 0.01% -617 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,419 $521K 0.01% +3,692 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,400 $519K <0.01% 0 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,380 $517K 0.12% +1,359 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,373 $517K 0.01% 0 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,364 $515K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,337 $513K 0.04% +1,180 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,320 $512K 0.01% -1,985 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,266 $506K 0.04% -120 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 5,237 $504K 0.14% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,225 $502K 0.09% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,154 $496K <0.01% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,147 $495K 0.3% -1,008 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 5,140 $494K 0.21% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,082 $489K 0.37% +350 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,040 $485K 0.03% -2,335 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 5,022 $483K 0.19% 13F-HR/A Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 5,022 $483K 0.36% 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 4,969 $478K 0.2% -4,213 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,964 $477K 0.41% 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 4,948 $476K 0.88% -10,743 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,930 $474K 0.24% +525 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,901 $471K 0.08% -50 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,880 $469K 0.01% 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,877 $469K 0.26% -3,860 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,868 $468K 0.03% -637 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,828 $464K 0.35% -155 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,814 $463K <0.01% -52 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,811 $463K 0.41% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,785 $460K 0.42% +686 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,781 $460K 0.23% +325 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,755 $457K 0.02% -406 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 4,759 $457K 0.13% -4,190 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,720 $454K 0.15% -182 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 4,712 $453K 0.22% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,688 $451K 0.14% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,681 $450K 0.03% -1,974 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,636 $446K 0.01% +205 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,627 $445K 0.05% +137 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,590 $441K 0.01% +95 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,584 $441K 0.2% -1,877 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,563 $439K 0.02% +1,438 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,500 $433K 0.74% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,484 $431K 0.34% -244 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zhang Financial LLC More: the full row for Zhang Financial LLC 4,463 $429K 0.02% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,455 $428K <0.01% -2,683 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,427 $426K 0.34% -189 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,390 $422K 0.01% -2,152 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,377 $421K 0.03% +2,941 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,335 $417K 0.2% -594 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,322 $416K 0.22% -1,986 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 4,313 $415K 0.02% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,307 $414K 0.15% +1,050 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,301 $414K 0.07% -272 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,277 $412K 0.09% -2,003 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 4,226 $406K 0.26% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,206 $404K <0.01% -109 13F-HR/A Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,186 $404K 0.39% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,188 $403K 0.08% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,178 $402K <0.01% +669 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,165 $401K 0.03% -3,696 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,177 $400K 0.1% -6,511 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,135 $398K 0.22% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,133 $397K 0.05% +732 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,104 $395K 0.17% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,100 $394K 0.01% 0 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,082 $393K 0.06% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,079 $392K 0.02% -85 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,062 $391K 0.08% -192 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,031 $388K 0.04% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,022 $387K 0.29% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,006 $385K 0.02% +1,028 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,959 $381K 0.15% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,932 $378K 0.05% -1,043 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,931 $378K 0.29% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,914 $376K 0.27% +2,397 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,913 $376K 0.08% new 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 3,902 $375K 0.14% +166 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,874 $373K 0.19% 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,793 $365K 0.08% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,751 $361K 0.02% +374 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,747 $360K 0.14% -182 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,723 $358K 0.05% -300 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,675 $353K 0.1% -1,468 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,670 $353K 0.23% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,668 $353K 0.07% -514 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,660 $352K 0.22% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,649 $351K 0.05% -1,143 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,566 $343K 0.11% 0 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 3,547 $341K 0.15% +44 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,531 $340K 0.05% 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 3,493 $336K 0.11% +232 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,475 $334K 0.02% -46 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,450 $332K 0.04% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 3,444 $331K 0.16% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,445 $329K 0.15% 0 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 3,377 $325K 0.01% -27 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,359 $323K 0.05% -85 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,337 $321K 0.2% -3,982 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,332 $320K 0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,325 $320K 0.06% +37 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,311 $318K 0.06% +2,753 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,301 $317K 0.01% +722 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,286 $316K 0.01% +1,967 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,282 $316K 0.05% -3 13F-HR Timeline Valmark Advisers, Inc. 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