ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,165 $515K 0.02% -424 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,129 $510K 0.02% -177 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,123 $510K 0.04% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,205 $505K 0.57% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,080 $504K 0.01% +593 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,069 $503K 0.01% +615 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,036 $499K 0.01% -1,463 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,028 $498K 0.01% -180 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,027 $498K 0.05% -806 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,019 $497K 0.01% +20 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,005 $495K 0.08% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,000 $494K 0.37% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,000 $494K 0.13% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,950 $488K 0.13% -185 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,913 $488K 0.35% +430 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,888 $480K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,885 $480K 0.12% +998 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 3,830 $473K 0.04% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,812 $471K 0.12% -5,571 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,806 $470K 0.31% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,805 $470K 0.03% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 3,799 $469K 0.31% -50 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,797 $469K 0.02% -311 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,741 $462K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,712 $459K 0.01% +4 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,701 $457K 0.07% +15 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,678 $455K 0.08% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,639 $450K 0.02% -715 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,617 $447K 0.02% +1,490 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,600 $445K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,575 $442K 0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,547 $438K 0.19% +640 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,540 $437K 0.03% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,526 $436K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,515 $434K 0.01% +1,841 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,495 $432K 0.33% +1,242 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,430 $431K 0.08% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,481 $430K 0.1% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,477 $430K 0.07% -21 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,471 $429K <0.01% +166 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,420 $423K 0.06% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,402 $420K 0.03% -150 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,397 $420K 0.01% -78 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,380 $418K 0.23% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,346 $413K 0.01% -224 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,342 $413K 0.02% +1,436 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,328 $411K 0.01% -8,881 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,314 $410K 0.03% -15 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,311 $409K 0.16% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,304 $408K 0.03% -129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,245 $401K 0.02% -12,168 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,222 $398K 0.01% +642 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,198 $395K 0.09% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,187 $394K <0.01% -239 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,186 $394K 0.02% -503 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 3,174 $392K 0.3% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,167 $391K 0.04% +2 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,150 $389K 0.01% -166 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,142 $388K 0.01% -41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,133 $387K 0.02% -50 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,064 $379K 0.18% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,055 $378K 0.14% +510 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,043 $376K 0.04% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,012 $372K 0.23% -53,562 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,999 $371K 0.05% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,974 $368K <0.01% -621 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,969 $367K <0.01% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,954 $365K 0.03% +82 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,928 $362K 0.04% -248 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,922 $361K 0.05% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,916 $360K <0.01% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,900 $358K 0.22% -3,035 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,882 $356K 0.08% +172 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,879 $356K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,874 $355K 0.04% +4 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,842 $355K 0.03% -1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,871 $355K <0.01% -39 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,806 $347K 0.15% -1,409 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,800 $346K 0.18% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,778 $343K 0.3% 0 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,759 $341K 0.02% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,750 $340K 0.16% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,730 $337K 0.02% 0 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 2,644 $337K 0.18% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,728 $337K 0.03% -12 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,727 $337K 0.1% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,727 $337K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,696 $333K <0.01% +12 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,694 $333K 0.02% +2 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 2,688 $332K 0.2% +94 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,670 $330K 0.06% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,663 $329K 0.06% -16 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,660 $329K 0.11% +9 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,600 $327K 0.13% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,644 $327K 0.01% +148 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,635 $326K <0.01% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,632 $325K 0.02% -869 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,625 $324K 0.03% -419 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,624 $324K 0.02% -1,260 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,618 $324K 0.05% -361 13F-HR/A Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,592 $320K 0.27% +11 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,567 $317K 0.01% -119 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,549 $315K 0.01% -87 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,531 $313K 0.23% 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,515 $311K 0.25% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,500 $309K 0.06% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,479 $306K 0.19% -10 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,478 $306K 0.02% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,463 $304K 0.02% -800 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,417 $299K 0.06% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,412 $298K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,408 $298K 0.18% +10 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,406 $297K 0.01% +724 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,406 $297K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,386 $295K 0.11% +21 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,385 $295K 0.04% -20 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,383 $294K 0.19% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,380 $294K 0.01% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,340 $289K 0.13% -10 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,338 $289K 0.01% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 2,336 $289K 0.11% -848 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,334 $288K 0.17% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,333 $288K 0.03% -4 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,326 $287K 0.03% -15,118 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,323 $287K 0.04% -300 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,323 $287K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,320 $286K 0.05% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,312 $286K 0.03% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,301 $284K <0.01% -5,234 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,279 $282K <0.01% +133 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,261 $279K <0.01% -281 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 2,258 $279K 0.29% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,245 $277K 0.02% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,160 $275K 0.1% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,225 $275K 0.03% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,218 $274K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,215 $274K 0.09% -60 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,207 $273K <0.01% -410 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,195 $271K 0.12% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,167 $268K 0.02% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,163 $267K 0.2% -118 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,237 $267K 0.13% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,150 $266K 0.17% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,149 $266K 0.04% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,149 $266K 0.06% -58 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,148 $265K 0.09% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,135 $264K 0.07% -304 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,123 $262K 0.06% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,122 $262K 0.01% -48 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,117 $262K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,116 $261K 0.07% 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,112 $261K 0.15% -39 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 2,112 $261K 0.17% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,105 $260K 0.01% +8 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,098 $259K 0.06% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,091 $258K 0.14% -34 13F-HR Timeline MOTCO More: the full row for MOTCO 2,054 $256K 0.02% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,068 $256K 0.04% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 21,508 $255K 0.07% +19,447 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 2,057 $254K 0.24% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,054 $254K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,053 $254K 0.07% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,050 $253K 0.04% +132 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,050 $253K 0.04% +75 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,046 $253K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,024 $250K 0.01% +2 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,023 $250K 0.05% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,022 $250K 0.02% -382 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,004 $248K 0.03% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,001 $247K 0.03% -69 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,000 $247K 0.02% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,000 $247K 0.07% -2,000 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,000 $247K <0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,997 $247K 0.04% -142 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,995 $247K <0.01% -27,770 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,994 $246K <0.01% -1 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,991 $246K 0.05% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,975 $244K 0.01% +1 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,966 $243K <0.01% +126 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,955 $242K 0.01% +232 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,954 $241K <0.01% 0 13F-HR/A Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,949 $241K 0.07% -43 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,943 $240K 0.07% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,940 $240K 0.01% +747 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,930 $238K 0.02% +3 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,929 $238K 0.02% -469 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,923 $238K 0.02% +195 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 1,919 $237K 0.1% +155 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,912 $236K <0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,910 $236K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,903 $235K 0.05% +29 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,899 $235K 0.01% +1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,893 $234K 0.06% +6 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,893 $234K 0.02% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,885 $233K 0.13% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,883 $233K 0.01% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,880 $232K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,867 $231K 0.02% -449 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,864 $230K 0.14% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,860 $230K 0.11% 0 13F-HR Timeline