UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,693 $639K 0.01% +1,907 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 6,541 $624K 0.38% -327 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,540 $624K 0.26% -113 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 6,481 $619K 0.33% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,465 $617K 0.02% +396 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 6,327 $604K 0.21% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,303 $602K 0.03% +327 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 6,276 $599K 0.1% -60 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,264 $598K 0.01% +211 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,210 $593K 0.03% +24 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,117 $584K 0.01% +65 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,115 $584K 0.03% +215 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,093 $581K 0.14% +604 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,072 $580K 0.21% +52 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,069 $579K <0.01% +806 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,029 $575K 0.07% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,000 $573K 0.27% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,961 $569K 0.03% -792 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,946 $567K 0.09% +1,405 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,860 $559K 0.06% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,840 $557K 0.05% +351 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,839 $557K 0.13% +73 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,816 $555K 0.09% +464 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,802 $554K 0.03% +73 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,794 $553K 0.01% 0 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,930 $552K 0.14% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,781 $552K 0.03% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 5,771 $551K 0.48% +802 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,755 $550K 0.11% -301 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,736 $547K 0.17% +78 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,733 $547K 0.04% +314 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 5,718 $546K 0.06% +1,855 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 5,711 $545K 0.32% -246 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,696 $544K 0.02% -472 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,689 $543K 0.02% +1,050 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,638 $538K 0.05% +350 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,626 $537K 0.03% -258 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,624 $537K 0.08% +2 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,563 $531K 0.12% +114 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,512 $530K 0.18% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,521 $527K 0.01% +1,387 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,574 $526K 0.14% -158 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,482 $523K 0.06% -14 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,449 $520K 0.14% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,439 $519K 0.24% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,424 $518K 0.1% +49 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 5,422 $517K 1.08% -6 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,414 $517K 0.02% -830 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,408 $516K 0.04% +524 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,463 $515K 0.03% +288 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,390 $514K 0.07% +492 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 5,387 $514K 0.5% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,416 $513K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,362 $512K 0.01% +87 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,361 $512K 0.02% -197 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,358 $511K 0.04% -1,168 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,279 $510K 0.4% -113 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,319 $508K 0.1% -163 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,270 $503K 0.16% +3,527 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,269 $503K 0.04% +342 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,242 $500K 0.02% +413 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,236 $500K 0.18% -27 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,206 $497K 0.03% +833 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,187 $495K 0.24% -86 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,159 $492K 0.08% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,150 $492K 0.23% -10 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,144 $491K <0.01% -178 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,126 $489K 0.03% +244 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,125 $489K <0.01% 0 13F-HR Timeline Group UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,042 $487K 0.29% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,092 $486K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,084 $485K 0.01% -2,040 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,040 $481K 0.04% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,223 $481K 0.04% -62 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,000 $477K 0.13% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 4,963 $474K 0.45% -816 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,962 $474K 0.13% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,947 $472K 0.09% +62 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,925 $470K 0.15% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,910 $469K 0.04% +14 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,800 $462K 0.04% +6 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,822 $460K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,815 $460K <0.01% -95 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,825 $457K 0.02% -84 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 4,716 $450K 0.05% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,663 $445K 0.22% -64 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,643 $443K 0.24% -500 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,639 $443K 0.01% +385 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,638 $443K 0.03% +47 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,609 $440K 0.15% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,609 $440K 0.03% -638 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,591 $438K 0.11% -737 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,586 $438K 0.05% +57 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,472 $433K 0.18% +1,369 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,520 $431K 0.03% +15 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,506 $430K 0.03% -550 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,490 $429K 0.02% +2,069 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,484 $428K 0.07% -6 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,476 $427K 0.22% +25 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,472 $427K 0.1% +55 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,448 $425K 0.04% +1,218 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,441 $424K 0.04% -4 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,389 $419K <0.01% +1,219 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,364 $417K 0.14% +557 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,366 $417K 0.1% +40 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,363 $416K 0.01% -1,264 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,361 $416K 0.22% +40 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,352 $415K <0.01% -1,018 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,334 $414K 0.05% +5 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,314 $412K 0.26% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,301 $410K 0.06% +593 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 4,283 $409K 0.25% -521 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,275 $408K <0.01% +871 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,255 $406K 0.04% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,252 $406K <0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,223 $403K 0.01% -886 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,183 $399K 0.08% +283 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,165 $398K 0.01% -29 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,156 $397K 0.01% +645 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,154 $396K <0.01% +343 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,143 $395K 0.07% +33 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,123 $393K 0.06% +111 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,121 $393K 0.08% +51 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,105 $392K 0.08% -365 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 4,076 $389K 0.21% +64 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,074 $389K 0.19% -28 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 4,045 $386K 0.18% +1,633 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,032 $385K 0.03% +2,259 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,014 $383K 0.08% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,991 $381K 0.04% +344 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,988 $381K <0.01% +106 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,987 $381K 0.18% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,978 $380K 0.02% -8 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,972 $379K <0.01% new 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,965 $378K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,957 $378K 0.14% -3,811 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 3,956 $378K 0.31% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,955 $377K 0.06% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,931 $375K 0.17% +277 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,908 $373K 0.02% +2,673 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,900 $372K 0.06% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,894 $372K 0.09% +381 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,890 $371K 0.04% +29 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,848 $367K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,848 $367K 0.01% +18 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,823 $365K 0.03% -1,405 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,837 $364K 0.17% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,812 $364K 0.04% +591 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,811 $364K 0.05% -26 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 3,800 $363K 0.26% +78 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,785 $361K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,783 $361K 0.02% -479 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,350 $360K 0.09% +1,199 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 3,770 $360K 0.17% -110 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,761 $359K 0.02% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,793 $359K 0.11% -307 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,738 $357K 0.07% +1,099 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,723 $355K 0.11% +48 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,704 $354K 0.12% +34 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,698 $353K 0.04% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,658 $349K 0.08% +35 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,613 $345K 0.02% +12 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,548 $339K 0.03% +16 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,548 $339K 0.07% -447 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,492 $333K 0.15% +19 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,492 $333K 0.04% -5 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,485 $333K 0.09% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,483 $332K 0.05% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,479 $332K <0.01% -41,251 13F-HR Timeline Group Park State Asset Management More: the full row for Park State Asset Management 3,465 $331K 0.32% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,402 $325K 0.14% +9 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,367 $321K 0.19% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,336 $318K 0.05% +1,602 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,358 $318K <0.01% +12 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,309 $316K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,285 $314K 0.02% -155 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,254 $311K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,240 $309K <0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,236 $309K 0.02% +4 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 3,246 $308K 0.03% +3,107 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,217 $307K 0.07% -138 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,213 $307K 0.01% +39 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,196 $305K 0.25% +34 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,180 $303K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,170 $303K <0.01% +200 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,141 $300K 0.02% 0 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,140 $300K 0.32% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,132 $299K 0.06% +3,033 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,130 $299K <0.01% 0 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,127 $298K 0.06% -108 13F-HR/A Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,110 $297K 0.08% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,087 $295K 0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,085 $294K 0.05% -276 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,065 $292K 0.01% +155 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,041 $290K 0.02% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,035 $290K 0.02% +135 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,025 $289K 0.02% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,024 $289K 0.09% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 3,022 $288K 0.16% -110 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,016 $288K 0.02% +449 13F-HR Timeline