Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,274 $409K 0.02% +2,249 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,271 $409K 0.29% -2,900 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,270 $409K 0.09% -505 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,258 $409K 0.02% -140 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,239 $408K 0.02% +294 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,225 $407K 0.08% -3,820 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,196 $406K 0.07% +560 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,179 $405K <0.01% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 9,164 $404K new Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,154 $404K 0.07% +282 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 9,095 $401K 0.27% -248 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,090 $401K <0.01% +561 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 9,085 $401K 0.11% -885 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,078 $401K 0.02% -129 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,051 $399K 0.14% +561 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,469 $399K 0.06% +413 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 9,035 $399K 0.23% -2,000 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 9,013 $398K 0.08% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,998 $397K <0.01% new 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,931 $396K 0.05% +321 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,964 $396K 0.05% -2,581 13F-HR Timeline City State Bank More: the full row for City State Bank 8,958 $395K 0.1% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,932 $394K 0.04% -1,553 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,918 $394K 0.03% -633 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,898 $393K 0.12% +67 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,876 $392K 0.04% -1,043 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,863 $391K 0.03% -2,336 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 8,860 $391K 0.05% +906 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,852 $391K 0.2% +1,199 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,850 $391K 0.04% -125 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,834 $390K 0.05% -228 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,826 $389K 0.02% -208 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 8,823 $389K 0.17% +687 13F-HR Timeline United Bank More: the full row for United Bank 8,779 $387K 0.13% -951 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,273 $387K 0.02% -1,244 13F-HR/A Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 8,765 $387K 0.12% +2,066 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 8,765 $387K 0.2% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 8,742 $386K 0.22% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,739 $386K 0.07% +12 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 8,732 $385K 0.05% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,726 $385K 0.07% +158 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,724 $385K 0.02% -117 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,709 $384K 0.06% -542 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 8,701 $384K 0.52% new 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 8,700 $384K 0.04% -100 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,698 $384K 0.01% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,690 $383K 0.25% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 8,678 $383K 0.33% +2,517 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,668 $383K 0.04% +6 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 8,651 $382K 0.41% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,641 $381K 0.06% +2,579 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,632 $381K 0.04% -2,298 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,617 $380K 0.02% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,603 $380K 0.13% -7,112 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,596 $379K 0.03% -1,014 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,592 $379K 0.01% +72 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 8,587 $379K 0.35% -7,738 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,579 $379K 0.02% +1,803 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,525 $378K 0.03% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,571 $378K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,533 $377K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,530 $376K 0.09% +180 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 8,530 $376K 0.04% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,500 $375K 0.13% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,500 $375K 0.06% -200 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,482 $374K 0.19% -94 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,480 $374K 0.04% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,475 $374K 0.04% +49 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,459 $373K <0.01% -6,616 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 8,448 $373K 0.25% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 8,433 $372K 0.08% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,425 $372K 0.04% +969 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,420 $372K 0.05% +1,749 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,410 $371K 0.02% +495 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,394 $370K 0.02% -2,248 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,383 $370K 0.04% +957 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,359 $369K 0.04% +2,193 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,332 $368K 0.07% -1,000 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 8,315 $367K 0.21% +110 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 8,315 $367K 0.3% -1,000 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8,314 $367K 0.04% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 8,300 $366K 0.14% -325 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,298 $366K 0.08% -250 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 8,298 $366K 0.35% 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 8,294 $366K 0.16% +669 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,287 $366K 0.02% -13,527 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,278 $365K 0.05% -301 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,720 $365K 0.21% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,265 $365K 0.13% +1,148 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 8,260 $365K 0.06% -190 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,256 $364K 0.02% -1,198 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,248 $364K 0.11% -1,616 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,244 $364K 0.05% -2,042 13F-HR Timeline QVR LLC More: the full row for QVR LLC 8,236 $363K 0.18% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 8,233 $363K 0.18% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 8,224 $363K 0.29% -1,001 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 8,221 $363K 0.09% +2,640 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 8,214 $362K 0.05% -630 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,208 $362K 0.03% +835 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 8,200 $362K 0.18% -2,000 13F-HR/A Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 8,200 $362K 0.14% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,198 $362K 0.01% -181 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,190 $361K 0.03% -777 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,180 $361K 0.16% -100 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,175 $361K 0.26% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,171 $361K 0.07% -1,650 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,166 $360K 0.11% +483 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,159 $360K 0.03% +283 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 8,153 $360K 0.07% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,150 $360K 0.05% -100 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,137 $359K 0.01% +2,391 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,125 $359K 0.21% +200 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,087 $357K 0.21% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 8,084 $357K 0.1% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,082 $357K 0.15% -2,407 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,055 $355K 0.07% -511 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,004 $353K 0.05% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,000 $353K 0.1% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 8,000 $353K 0.12% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,000 $353K 0.27% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 7,974 $352K 0.18% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,980 $352K 0.03% -62 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 7,927 $350K 0.03% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,899 $349K 0.01% +720 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 7,880 $348K 0.12% -1,420 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,877 $348K 0.08% +1,817 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,896 $348K 0.1% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,874 $347K 0.28% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,870 $347K 0.01% +9 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 7,859 $347K 0.04% +2,108 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,847 $346K 0.08% -950 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,816 $345K 0.08% +127 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,077 $344K 0.19% -638 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,634 $343K 0.05% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7,746 $342K 0.24% -1,005 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,747 $342K 0.1% -1,693 13F-HR Timeline Hoya Capital Real Estate, LLC More: the full row for Hoya Capital Real Estate, LLC 7,712 $340K 6.15% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,695 $340K 0.22% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,681 $339K 0.03% -376 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,056 $339K 0.03% -125 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,675 $339K 0.11% +125 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,668 $338K 0.01% +19 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,632 $337K 0.1% -1,057 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,629 $337K 0.04% +970 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,627 $337K 0.25% -250 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,616 $336K 0.11% -5,438 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,603 $336K 0.01% -122 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,592 $335K 0.06% -283 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,595 $335K 0.01% +465 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 7,576 $334K 0.2% +149 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 7,540 $333K 0.08% +167 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,454 $332K 0.01% +7,538 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 7,514 $332K 0.01% -2,670 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,901 $332K 0.07% new 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 7,500 $331K 0.4% new 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 7,500 $331K 0.14% 0 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 7,497 $331K <0.01% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,488 $330K 0.1% +415 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,416 $327K 0.12% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,402 $327K 0.08% -309 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,394 $326K 0.1% +126 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,384 $326K 0.15% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,701 $326K 0.28% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,376 $325K 0.07% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,902 $325K 0.02% -1,765 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,371 $325K 0.02% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,369 $325K 0.03% -1,414 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,353 $324K 0.03% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 7,350 $324K 0.01% -1,210 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,348 $324K 0.05% +1,711 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,343 $324K 0.08% +1,250 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,325 $323K 0.15% -103 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,325 $323K 0.04% +2,117 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,300 $322K 0.1% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,291 $322K 0.19% 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 7,281 $321K 0.16% -61,400 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,281 $321K 0.05% +914 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,270 $321K 0.15% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 6,673 $320K 0.11% +46 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 7,236 $319K 0.04% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,222 $319K 0.04% -154 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 7,212 $318K 0.09% -225 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,208 $318K 0.04% +1,000 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,201 $318K 0.04% +207 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,186 $317K 0.1% +478 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,187 $317K 0.04% 0 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 7,173 $317K 0.27% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,162 $316K 0.08% -21 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,157 $316K 0.07% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,137 $315K 0.06% -3,501 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,117 $314K 0.04% +227 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,104 $314K 0.07% +238 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,100 $313K 0.08% +50 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 7,093 $313K 0.05% -317 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,089 $313K 0.16% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,085 $313K 0.01% +458 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 7,084 $313K 0.11% +339 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,888 $312K 0.04% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,075 $312K 0.09% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,060 $312K 0.06% -32,937 13F-HR Timeline