Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,177 $641K 0.08% +340 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,233 $639K 0.11% +100 13F-HR/A Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,175 $639K 0.2% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,174 $638K 0.24% +408 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,171 $636K 0.22% -14 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,168 $635K 0.07% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,167 $634K 0.01% +187 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,161 $631K 0.32% +70 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,156 $628K 0.47% +35 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,154 $627K 0.09% +36 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,150 $625K 0.02% +57 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,145 $622K 0.39% +122 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,144 $622K <0.01% -261 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,144 $622K 0.38% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,142 $621K 0.07% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,141 $620K 0.16% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,139 $619K 0.02% -73 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,138 $618K 0.18% +59 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,138 $618K 0.14% +60 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,133 $616K 0.09% +179 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,125 $611K 0.11% +500 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,124 $611K 0.15% +289 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,122 $610K 0.3% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,122 $610K 0.11% -53 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,121 $609K 0.06% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,118 $608K 0.17% -3 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,114 $605K 0.17% +13 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,110 $604K 0.11% +3 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,112 $604K 0.01% +60 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,110 $603K 0.05% -987 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,109 $603K 0.02% -91 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,106 $601K 0.04% -146 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,104 $600K 0.01% new 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,099 $597K 0.06% +38 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,368 $596K 0.1% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,130 $594K 0.21% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,093 $594K 0.03% +254 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,093 $594K 0.04% +31 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,091 $593K 0.11% +96 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,091 $593K 0.18% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,088 $591K 0.02% +314 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,088 $591K 0.09% +4 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,084 $589K 0.22% -10 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,084 $589K 0.34% +27 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,081 $587K 0.06% +6 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,079 $586K 0.17% +328 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,076 $585K 0.14% +218 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,073 $583K 0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,073 $583K 0.05% -114 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,066 $579K 0.05% +6 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,064 $578K 0.07% +11 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,063 $577K 0.13% -71 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,060 $576K 0.01% +3 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,059 $575K 0.03% new 13F-HR/A Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,055 $573K 0.17% +159 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,054 $573K 0.01% -3,930 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,054 $573K 0.03% +92 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,180 $570K 0.05% +36 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,048 $569K 0.14% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,039 $565K 0.03% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,037 $564K 0.06% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,071 $563K 0.24% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,031 $560K 0.03% +86 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,030 $560K 0.15% +505 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,029 $559K 0.02% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,025 $557K 0.11% -6 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,024 $556K 0.06% -25 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,019 $554K 0.16% +172 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,015 $552K 0.07% +5 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,010 $549K 0.02% +22 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,010 $549K 0.2% -88 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,009 $548K 0.19% -103 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,008 $548K 0.04% new 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,007 $547K 0.14% -109 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,003 $545K 0.1% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,002 $544K 0.19% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,000 $543K 0.06% +2 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,000 $543K 0.01% 0 13F-HR Timeline Group TFG Advisers LLC More: the full row for TFG Advisers LLC 997 $542K 0.19% +62 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 996 $541K 0.15% -135 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 995 $541K 0.22% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 993 $540K 0.03% +3 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 990 $538K 0.18% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 989 $537K 0.01% +7 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 987 $536K 0.19% 0 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 986 $536K 0.1% -246 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 984 $534K 0.12% +22 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 982 $534K 0.05% -34 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 980 $533K 0.03% -6 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 980 $533K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RHS Financial, LLC More: the full row for RHS Financial, LLC 980 $533K 0.3% -161 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 978 $531K 0.06% -101 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 975 $530K 0.02% +117 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 973 $529K 0.09% +268 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 972 $528K 0.15% -4 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,095 $528K 0.25% -95 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 967 $525K 0.25% +50 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 965 $524K 0.36% -89 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 960 $522K 0.08% -232 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 959 $521K 0.39% +14 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 958 $521K 0.05% +474 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 956 $520K 0.4% -83 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 955 $519K 0.06% +105 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 955 $519K 0.08% +10 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 950 $516K 0.06% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 950 $516K 0.33% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 942 $512K 0.19% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 938 $510K 0.02% +11 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 937 $509K 0.01% -106 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 936 $509K 0.38% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 934 $508K 0.11% +60 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 932 $506K 0.1% +65 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 932 $506K 0.27% +293 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 930 $505K 0.36% -5 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 928 $504K 0.17% +34 13F-HR/A Timeline MRA Advisory Group More: the full row for MRA Advisory Group 928 $504K 0.24% +200 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 925 $503K 0.17% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 925 $503K 0.24% +430 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 919 $499K 0.18% +30 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 917 $498K 0.1% +21 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 917 $498K 0.42% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 916 $498K 0.05% +32 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 916 $498K 0.39% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 915 $497K 0.03% +20 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 914 $497K 0.18% +12 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 913 $496K 0.23% -11 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 911 $495K 0.2% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 910 $495K 0.14% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 900 $489K 0.03% +12 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 900 $489K 0.11% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 900 $489K 0.19% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 898 $488K +94 Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 896 $487K 0.18% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 892 $485K 0.06% -185 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 892 $485K 0.13% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 892 $485K 0.09% -172 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 899 $484K 0.09% -10 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 903 $483K 0.08% +357 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 888 $483K 0.03% +441 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 883 $480K 0.08% -38 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 883 $480K 0.06% +13 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 881 $479K 0.07% +3 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 880 $478K 0.17% -2,712 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 877 $477K 0.18% +95 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 874 $475K 0.06% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 874 $475K 0.09% -419 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 873 $474K 0.17% 0 13F-HR Timeline MARTIN CURRIE LTD More: the full row for MARTIN CURRIE LTD 872 $474K 0.02% -2,131 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 952 $473K 0.04% +60 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 870 $473K 0.12% +293 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 868 $472K 0.36% -8 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 865 $470K 0.04% -854 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 864 $470K 0.04% +2 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 863 $469K 0.22% 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 860 $467K 0.38% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 859 $467K 0.31% +7 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 857 $466K <0.01% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 856 $465K 0.37% +133 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 854 $464K 0.1% +15 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 853 $464K 0.44% -327 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 848 $461K 0.03% +143 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 848 $461K 0.18% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 847 $460K 0.15% -68 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 845 $459K 0.06% +61 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 837 $455K 0.45% +30 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 834 $453K 0.74% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 833 $453K 0.06% +376 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 830 $452K <0.01% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 830 $451K 0.19% -127 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 827 $449K 0.1% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 827 $449K 0.22% +16 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 826 $449K 0.09% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 823 $447K 0.17% +35 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 823 $447K 0.21% -74 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 818 $445K 0.02% +157 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 817 $445K 0.15% +9 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 818 $445K 0.15% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 817 $444K 0.24% -13 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 816 $443K 0.42% -10 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 815 $443K 0.03% +174 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 813 $442K 0.22% -2 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 807 $439K 0.16% +457 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 806 $438K 0.11% +80 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 804 $437K 0.07% +54 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 802 $436K 0.05% +256 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 802 $436K 0.06% +256 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 801 $435K 0.03% 0 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 801 $435K 0.1% -10 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 801 $435K 0.14% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 800 $435K 0.04% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 799 $434K 0.2% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 799 $434K 0.03% -6 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 797 $433K 0.02% +303 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 796 $433K 0.02% +28 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 796 $433K 0.09% +93 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 796 $433K 0.25% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 794 $431K 0.1% +7 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 793 $431K 0.02% -11 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 793 $431K 0.34% -45 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 791 $430K 0.04% -279 13F-HR Timeline