FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,860 $508K 0.07% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,794 $502K 0.01% -166 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 5,779 $501K 0.51% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,976 $500K 0.03% +705 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,766 $500K 0.13% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,729 $496K 0.03% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,285 $492K 0.04% -214 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,658 $490K 0.17% -30 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,627 $488K 0.01% +2,695 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,622 $487K 0.08% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,558 $482K 0.02% -354 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 5,544 $480K 0.65% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,042 $478K 0.3% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,496 $476K 0.06% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,489 $476K 0.05% +635 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,489 $476K 0.13% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,482 $475K 0.11% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,449 $472K 0.12% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,445 $472K 0.16% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,439 $471K 0.26% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 5,428 $470K 1.05% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,419 $470K 0.04% +299 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 5,387 $467K 0.51% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,375 $466K 0.12% -206 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,370 $465K <0.01% +56 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,352 $464K 0.09% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 5,328 $462K 0.13% +570 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,322 $461K <0.01% -346 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,794 $458K 0.04% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,288 $458K 0.05% +2,265 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,275 $457K 0.01% +125 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,273 $457K 0.24% -997 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,263 $456K <0.01% +535 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,263 $456K 0.19% -560 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,247 $455K 0.03% +297 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,416 $454K 0.02% +4,972 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,175 $453K 0.03% -530 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,228 $453K 0.03% -2,998 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,160 $447K 0.22% +547 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,150 $446K 0.09% +702 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,143 $446K 0.29% -7 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,125 $444K <0.01% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,109 $443K 0.01% +141 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,092 $441K 0.02% +1,771 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,056 $438K 0.03% +807 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,000 $433K 0.02% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,000 $433K 0.14% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,969 $431K 0.44% -2,723 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,962 $430K 0.13% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,927 $427K 0.04% -513 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,925 $427K 0.17% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,575 $426K 0.14% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,910 $425K 0.01% -392 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,898 $424K 0.06% +94 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,885 $423K 0.09% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,884 $423K 0.04% -517 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,882 $423K 0.03% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,829 $418K 0.03% +1,071 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,822 $418K 0.04% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 4,804 $416K 0.28% -424 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,786 $415K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KWB Wealth More: the full row for KWB Wealth 4,896 $414K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,909 $411K 0.03% +861 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,740 $411K 0.02% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,727 $410K 0.22% -539 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 4,716 $409K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,254 $403K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,639 $402K 0.01% +148 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,609 $399K 0.15% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,591 $398K 0.03% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,541 $393K 0.07% -250 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,529 $392K 0.05% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,505 $390K 0.03% +1 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,490 $389K 0.07% -51 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,482 $388K 0.06% -2,314 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,470 $387K 0.1% -74 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,451 $386K 0.24% +88 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,445 $385K 0.04% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,417 $383K 0.1% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,383 $380K 0.05% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,373 $379K 0.03% -4,563 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,356 $377K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,336 $376K 0.12% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,329 $375K 0.05% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,326 $375K 0.11% -1,505 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,321 $374K 0.23% +58 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,314 $374K 0.19% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,014 $371K 0.08% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,262 $369K 0.03% -629 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,255 $369K 0.04% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,252 $368K 0.01% -1,049 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,247 $368K 0.01% -10,199 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,194 $363K 0.01% +201 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,134 $358K 0.01% +199 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,110 $356K 0.07% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,102 $355K 0.19% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,100 $355K 0.12% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,070 $353K 0.08% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,049 $351K 0.35% +637 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,012 $348K 0.05% -21 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 4,012 $348K 0.22% -15 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,995 $346K 0.08% +465 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,987 $345K 0.17% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,986 $345K 0.02% +1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,983 $345K 0.03% +270 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,965 $344K 0.03% 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 3,956 $343K 0.31% -194 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,955 $343K 0.01% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,955 $343K 0.06% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,938 $341K 0.04% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,900 $338K 0.07% +367 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,900 $338K 0.06% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,885 $337K 0.02% +2,206 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,882 $336K <0.01% -21 13F-HR Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 3,880 $336K 0.18% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,875 $336K 0.09% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,863 $335K 0.04% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,861 $335K 0.04% +414 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,848 $333K 0.12% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,837 $332K 0.05% -3,875 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,837 $332K 0.19% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,830 $332K 0.01% +126 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,811 $330K <0.01% 0 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,807 $330K 0.12% +576 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,785 $328K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,516 $325K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 3,722 $322K 0.25% +284 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,708 $321K 0.05% +616 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,698 $320K 0.04% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,678 $319K <0.01% -237 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,675 $318K 0.11% +1 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,675 $318K 0.11% new 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,670 $318K 0.11% +295 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,654 $317K 0.21% +142 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,647 $316K 0.04% +755 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,346 $315K <0.01% +637 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,623 $314K 0.08% +10 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,601 $312K 0.02% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,532 $306K 0.03% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,513 $304K 0.09% -76 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,511 $304K 0.01% +23 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,508 $304K 0.04% -102 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,497 $303K 0.04% +25 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,496 $303K 0.02% -54 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,485 $302K 0.09% 0 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,473 $301K 0.14% +42 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,440 $298K 0.02% -68 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,404 $295K <0.01% 13F-HR Timeline Group COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,393 $294K 0.14% +245 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,367 $292K 0.19% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,361 $291K 0.05% -23 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,355 $291K 0.08% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 3,337 $289K 0.23% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,312 $287K 0.01% +89 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,309 $287K 0.06% -9 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,254 $282K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,240 $281K <0.01% +225 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,235 $280K 0.06% -144 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,232 $280K 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,230 $280K 0.03% +177 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,023 $279K 0.17% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,221 $279K 0.04% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,211 $278K 0.02% -270 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,180 $276K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,174 $275K 0.02% -87 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,170 $275K <0.01% +127 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,162 $274K 0.26% +204 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,151 $273K 0.08% 0 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,141 $272K 0.1% 0 13F-HR Timeline Group Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 3,132 $271K 0.17% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,130 $271K <0.01% new 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,105 $269K 0.01% +725 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,103 $269K 0.13% -1,068 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,087 $267K 0.01% 0 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,025 $262K 0.02% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,024 $262K 0.09% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,976 $258K 0.24% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,970 $257K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,745 $257K 0.03% +2,088 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,969 $257K 0.08% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,945 $255K 0.12% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,928 $254K 0.02% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,910 $252K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,904 $252K 0.03% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,900 $251K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,882 $250K 0.08% +510 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,849 $247K 0.07% +200 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,837 $246K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,828 $245K 0.03% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,818 $244K <0.01% +50 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,809 $243K 0.09% +190 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,767 $240K 0.03% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,765 $240K 0.01% new 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,763 $239K 0.17% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,734 $237K <0.01% +231 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,717 $235K <0.01% -164 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,698 $234K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,639 $231K 0.05% -678 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,641 $229K 0.11% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,632 $228K 0.08% 0 13F-HR Timeline