KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,267 $395K 0.01% +32 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,258 $394K 0.17% +215 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,243 $392K 0.02% -1,887 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,237 $392K 0.02% -1,467 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,218 $390K 0.02% +2,205 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,208 $389K 0.04% +1,557 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,182 $387K <0.01% +342 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,167 $385K 0.07% +436 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,158 $385K 0.08% +1,772 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,690 $381K <0.01% +54 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,152 $375K 0.01% -551 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,043 $374K 0.17% +230 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,039 $374K 0.07% +997 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,022 $372K 0.05% -7 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,997 $370K 0.01% -11,578 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,991 $369K 0.02% +140 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,978 $368K <0.01% -4,214 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,977 $368K <0.01% +1,279 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 3,971 $367K 0.1% +125 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,950 $365K 0.08% +50 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,933 $364K 0.07% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,895 $360K 0.03% -389 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,873 $358K 0.01% +2,253 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,868 $358K 0.03% -95 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,829 $354K 0.01% -5,000 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,825 $354K 0.02% +8 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,808 $352K 0.02% +1,520 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,805 $352K 0.12% +8 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,805 $352K <0.01% new 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 3,805 $352K 0.17% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,802 $352K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,790 $351K 0.11% -678 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,790 $351K 0.28% +442 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,767 $348K <0.01% +1,233 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,750 $347K 0.07% -3,882 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,712 $343K 0.01% +1,607 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 3,709 $343K 0.02% +1,629 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,700 $342K 0.01% -5 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,681 $342K 0.05% +340 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,687 $341K 0.03% +253 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,674 $340K 0.06% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 3,674 $340K 0.18% +121 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,670 $340K 0.05% +287 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,659 $338K 0.06% +1,801 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,636 $336K 0.02% +186 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,630 $336K <0.01% -3,705 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,372 $335K -3,361 Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,604 $333K 0.02% +515 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,602 $333K 0.01% +2,822 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,598 $333K 0.04% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,597 $333K 0.01% -451 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,587 $332K 0.01% -4,263 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,560 $329K 0.01% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,541 $328K 0.17% -130 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,538 $327K 0.05% -132 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,532 $327K <0.01% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,532 $327K 0.12% +1,956 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,565 $326K 0.02% -1,061 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,520 $326K 0.14% -50 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,471 $321K 0.07% +1,697 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,465 $321K 0.03% +45 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,443 $318K 0.1% +307 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,438 $318K 0.3% +1,438 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,398 $314K 0.01% -200 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,394 $314K 0.12% +97 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,393 $314K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,393 $314K 0.01% -116 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,378 $313K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,377 $312K 0.09% -199 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,343 $309K 0.03% -1,786 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,334 $308K 0.02% -24 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,333 $308K 0.02% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,328 $308K <0.01% -82,268 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,327 $308K 0.04% -128 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,319 $307K 0.02% -4,757 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 3,319 $307K 0.08% +1,137 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,314 $307K 0.05% -5 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,269 $302K 0.06% -39 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,256 $301K 0.01% +707 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,249 $301K 0.02% -578 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,248 $300K 0.13% -2,126 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,217 $298K 0.02% +4 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 3,211 $297K 0.06% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,140 $290K 0.01% +4 13F-HR Timeline Group PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,275 $290K 0.17% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,910 $289K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,124 $289K 0.04% +388 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,120 $289K 0.03% -3,342 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,115 $288K 0.03% +694 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,118 $288K 0.01% -1,261 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,110 $288K 0.03% +72 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,109 $288K <0.01% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,083 $285K 0.01% +89 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,070 $284K 0.03% +447 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,876 $282K 0.08% +6 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,049 $282K <0.01% -660 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,022 $280K 0.08% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,020 $279K 0.07% 0 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 3,010 $278K 0.17% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,005 $278K 0.01% -47 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,000 $278K 0.05% -350 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,907 $269K 0.03% +113 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,901 $268K 0.17% -1,173 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,900 $268K <0.01% -42 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,892 $268K 0.02% +321 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,885 $267K 0.01% -417 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,883 $267K 0.08% +821 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,855 $264K 0.01% +2,214 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,850 $264K 0.13% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,846 $263K 0.04% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,839 $263K 0.03% +6 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,832 $262K 0.03% +410 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,877 $262K 0.02% -1,580 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,824 $261K 0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,824 $261K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,822 $261K <0.01% -217 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,820 $261K <0.01% -790 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,816 $260K 0.04% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,776 $257K 0.04% +29 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,763 $256K 0.09% 0 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 2,752 $255K 0.06% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,741 $254K 0.02% +1,033 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,700 $250K 0.01% +700 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,682 $248K 0.05% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,666 $247K 0.01% -186 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,652 $245K 0.05% +327 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,645 $245K 0.06% -600 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,644 $245K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 2,642 $244K 0.04% +3 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,640 $244K 0.21% +14 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,630 $243K 0.03% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,622 $243K 0.12% +95 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,623 $243K 0.01% +8 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,616 $242K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,602 $241K <0.01% -712 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,600 $240K 0.01% -212 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,600 $240K 0.01% -695 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,582 $239K <0.01% -20 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,548 $236K 0.02% -2,439 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,535 $234K 0.06% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,533 $234K 0.01% +285 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,531 $234K 0.01% 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,529 $234K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,526 $234K <0.01% +791 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,524 $233K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,523 $233K <0.01% +790 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,508 $232K 0.01% -16 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,474 $229K 0.02% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,447 $226K 0.03% +378 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,430 $225K 0.02% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,425 $224K 0.04% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,410 $223K 0.07% +401 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,400 $222K 0.01% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,400 $222K <0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,400 $222K 0.03% -26 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,396 $222K <0.01% -51 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,381 $220K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,375 $220K 0.01% -970 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,373 $220K 0.01% -173,585 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,357 $218K 0.03% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,336 $216K <0.01% +406 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,363 $216K 0.2% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,317 $214K 0.01% -107 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,316 $214K 0.03% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,282 $211K <0.01% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,275 $210K 0.22% -1,103 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,260 $209K <0.01% -2,211 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,260 $209K 0.01% -520 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,255 $209K 0.13% -900 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,249 $208K 0.01% +198 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,238 $207K <0.01% +146 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,236 $207K 0.02% -10,686 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,228 $206K 0.01% +200 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,228 $206K 0.02% -1,657 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,226 $206K 0.01% -837 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,220 $205K 0.04% +70 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,219 $205K 0.15% -408 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,218 $205K 0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,217 $205K 0.01% +642 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,198 $203K 0.02% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,187 $202K 0.11% -367 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,178 $201K 0.01% -7,082 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,174 $201K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,166 $200K <0.01% -119 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,103 $195K 0.01% -969 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,101 $194K 0.01% -23,299 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,067 $191K 0.08% +729 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,041 $189K 0.01% -6,213 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,000 $185K 0.11% 0 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,993 $184K 0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,967 $182K 0.01% -1,003 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,940 $179K 0.07% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,885 $172K 0.11% -67 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,846 $171K 0.01% -12,495 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,840 $170K 0.02% -375 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,841 $170K 0.01% -6,862 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,830 $169K 0.02% -49 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,810 $167K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,778 $164K 0.03% -388 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,770 $164K 0.02% -1,902 13F-HR Timeline