LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,130 $632K 0.02% +1,096 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 16,986 $627K 0.3% +1,169 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 16,980 $627K 0.07% -40,836 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 16,957 $626K 0.03% +1,712 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,952 $626K 0.28% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 16,938 $625K 0.58% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,930 $625K 0.04% +2,750 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 13,133 $624K 0.24% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 16,870 $622K 0.09% +451 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 16,811 $620K 0.11% +10,208 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 16,804 $620K 0.36% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 12,725 $620K 0.22% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 16,737 $618K 0.03% -316 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 16,640 $614K 0.34% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 16,594 $612K 0.02% +745 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,572 $612K 0.01% +7,068 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,560 $611K 0.05% +326 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 16,500 $609K 0.03% -5,983 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,488 $608K 0.01% +2,733 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 16,451 $607K 0.04% -975 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,449 $607K 0.07% -1,381 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 16,399 $605K 0.1% -333 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 16,398 $605K 0.01% -93,736 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,395 $605K <0.01% -116 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 16,349 $603K 0.05% -34 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 16,325 $602K 0.64% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,289 $601K 0.07% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 16,245 $599K 0.14% +1,406 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 16,200 $598K 0.18% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 16,138 $595K 0.3% -943 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16,137 $595K 0.02% -1,855 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,130 $595K 0.03% +4,251 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 15,000 $592K 0.4% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 16,017 $591K 0.42% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 16,004 $591K 0.09% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 15,912 $587K 0.13% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,891 $586K 0.1% +7,814 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 15,835 $584K 0.08% +2,167 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 15,715 $580K 0.14% +421 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 15,681 $579K 0.35% -19 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 15,656 $578K 0.01% +1,528 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 15,613 $576K 0.42% +1,081 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 15,890 $575K 0.11% -1,117 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,522 $573K 0.32% -460 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,518 $573K 0.13% +350 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 15,497 $572K 0.01% -1,616 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,486 $571K 0.02% +1,535 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 12,948 $570K 0.38% -5 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,387 $568K 0.02% -17,876 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 15,348 $566K 0.04% +10,636 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,340 $566K 0.03% +4,128 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,156 $564K 0.08% +4,009 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 15,252 $563K 0.03% -4,091 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,246 $563K 0.01% +1,046 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,231 $562K 0.02% -1,298 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 15,227 $562K 0.17% +588 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 15,204 $561K 0.07% +3,244 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 15,179 $560K 0.46% -145 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 15,139 $559K 0.03% +912 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 15,075 $556K 0.01% new 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 15,009 $554K 0.07% -2,487 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 15,000 $554K 0.05% -6,500 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 15,000 $554K 0.1% -26,800 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 15,000 $554K 0.34% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,957 $552K 0.04% +930 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 14,950 $552K 0.08% +1,050 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 14,941 $551K 0.25% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 14,922 $551K 0.31% +157 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 14,919 $551K 0.64% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 14,803 $546K 0.06% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 14,800 $546K 0.1% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 14,800 $546K 0.11% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 14,782 $545K 0.05% -73 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14,772 $545K <0.01% -150 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14,737 $544K 0.07% -893 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 14,733 $544K 0.08% +175 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 14,706 $543K 0.14% -600 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,630 $540K 0.01% +1,702 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,620 $539K 0.22% -71 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 14,584 $538K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 14,547 $537K 0.08% -503 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 14,536 $536K 0.18% -1,000 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 14,535 $536K 0.03% -1,066 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 14,524 $536K 0.04% -429 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 14,523 $536K 0.02% +218 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 14,519 $536K 0.09% -3,057 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,623 $534K 0.26% +4,284 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 14,456 $533K 0.06% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 14,446 $533K 0.05% +8,201 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,423 $532K 0.01% +4,139 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,423 $532K 0.23% -986 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 14,416 $532K 0.12% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 14,399 $531K 0.08% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 14,382 $531K 0.37% -3,271 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,343 $529K 0.29% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,333 $529K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,312 $528K 0.01% +3,644 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 14,304 $528K 0.27% -206 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14,303 $528K 0.17% -102 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 14,288 $527K 0.13% -757 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 13,340 $527K 0.33% +225 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,231 $525K 0.02% +231 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 14,223 $525K 0.15% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,214 $524K 0.05% -738 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,145 $522K 0.03% -337 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,145 $522K 0.04% -1,929 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 14,133 $522K 0.03% -1,738 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,078 $519K 0.21% -29 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 14,059 $519K 0.06% 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 13,972 $516K 0.08% -113 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 13,984 $515K 0.13% +2,440 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,954 $515K 0.05% +52 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,926 $514K 0.13% -2,274 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 13,922 $514K 0.09% +12,497 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 13,882 $512K 0.33% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 13,880 $512K 0.2% +75 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,860 $511K 0.02% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,826 $510K 0.11% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,804 $509K 0.06% +1,549 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 13,802 $509K 0.02% -136,194 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 13,785 $509K 0.18% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 13,779 $508K 0.05% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,773 $508K 0.13% -20 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 13,739 $507K 0.1% +4,351 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,736 $507K 0.13% +280 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 13,696 $505K <0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,670 $504K 0.01% -1,300 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 13,611 $502K 0.56% -1,000 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 13,604 $502K <0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,594 $502K 0.01% -2,250 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,585 $501K 0.01% -1,842 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,568 $501K 0.04% -2,870 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 13,526 $499K 0.08% -607 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,506 $498K 0.02% +74 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,461 $497K 0.04% +2,905 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,459 $497K 0.02% -4,112 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 13,451 $496K 0.09% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,450 $496K 0.11% -2,750 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 13,449 $496K 0.06% +1,069 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 13,420 $495K 0.37% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 13,409 $495K 0.02% 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,404 $495K 0.05% -99 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,397 $494K 0.14% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 13,379 $494K 0.02% -53,684 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,371 $493K 0.23% -18 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $493K <0.01% 0 13F-HR/A Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,314 $491K 0.05% -901 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 13,302 $491K 0.04% +229 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 13,257 $489K 0.1% -200 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,257 $489K 0.01% +902 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 13,237 $488K 0.15% -400 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,232 $488K 0.05% -100 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 13,203 $487K 0.14% -22,468 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 9,626 $487K 0.35% +1,200 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 13,192 $487K 0.07% -700 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,161 $486K 0.2% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 13,062 $482K 0.09% 0 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,054 $482K 0.13% +6,643 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,052 $482K 0.04% +1,070 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 13,045 $481K 0.1% -866 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 12,898 $481K 0.12% -3,769 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 13,006 $480K 0.14% +282 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 13,000 $480K 0.14% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 12,991 $479K 0.18% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,985 $479K 0.45% -1,002 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,984 $479K 0.12% -2,635 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 12,967 $478K 0.27% +217 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,952 $478K <0.01% +1,167 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,932 $477K 0.09% +5 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 12,930 $477K 0.03% +773 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,914 $477K 0.14% -1,010 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,868 $475K 0.01% +1,915 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,862 $475K 0.05% +5,117 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 12,859 $474K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,851 $474K 0.02% +144 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 12,818 $473K 0.42% 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 12,816 $473K 0.4% -6,100 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,788 $472K 0.03% -102 13F-HR Timeline Group Stone Wealth Partners More: the full row for Stone Wealth Partners 12,688 $468K 0.42% 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,637 $466K 0.05% +65 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,610 $465K 0.02% +1,547 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 9,625 $464K 0.19% new 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 12,520 $462K 0.04% -42,480 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 12,500 $461K 0.37% -550 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,479 $460K 0.11% -2,300 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 12,471 $460K 0.11% -547 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,450 $459K 0.04% -10 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,442 $459K 0.21% +772 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,431 $458K 0.12% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,387 $457K 0.02% +30 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,386 $457K 0.04% +251 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 12,377 $457K 0.05% -4,678 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 12,293 $454K 0.3% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,227 $451K 0.27% +712 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,216 $451K 0.19% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 12,212 $451K 0.11% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,209 $451K 0.06% +1,349 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,196 $450K 0.04% +417 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,171 $449K 0.29% -400 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,170 $449K 0.12% 0 13F-HR Timeline