Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 7,005 $506K 0.15% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,000 $506K 0.04% new 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 7,000 $506K 0.14% +6,250 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,975 $504K 0.29% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 6,964 $503K 0.36% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,914 $499K 0.19% new 13F-HR/A Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,886 $497K 0.04% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,871 $496K 0.22% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,720 $485K 0.14% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,690 $483K 0.04% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,653 $481K 0.14% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,650 $480K 0.18% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,645 $480K 0.09% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,618 $478K 0.04% +6,001 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 6,610 $477K 0.27% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 6,585 $476K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,576 $475K 0.06% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,540 $472K 0.1% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,503 $470K 0.27% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,501 $470K 0.15% new 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 6,500 $469K 0.09% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,500 $469K 0.04% new 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,490 $469K 0.21% 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,482 $468K 0.13% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,457 $466K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,423 $464K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,420 $464K 0.05% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,333 $457K 0.14% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,264 $452K 0.19% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,263 $452K 0.21% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 6,263 $452K 0.3% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,244 $451K 0.04% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,232 $450K 0.09% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,217 $449K 0.14% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,194 $447K 0.01% new 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,174 $446K 0.13% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,167 $445K 0.11% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,160 $445K 0.17% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,105 $441K 0.06% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,102 $441K 0.01% new 13F-HR Timeline Group Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 6,100 $441K 0.1% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,081 $439K 0.1% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,070 $438K 0.05% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,035 $436K 0.01% 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 6,000 $433K 0.5% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,992 $433K 0.09% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,914 $432K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,980 $432K 0.02% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,973 $431K 0.23% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,969 $431K 0.02% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,948 $430K 0.21% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,936 $429K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,911 $427K 0.15% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,910 $427K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,898 $426K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,890 $425K 0.02% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 5,874 $424K 0.1% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 5,850 $423K 0.06% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,806 $419K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,798 $419K 0.01% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,200 $416K 0.25% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,750 $415K 0.15% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,730 $414K 0.16% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,676 $410K 0.04% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,670 $410K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,643 $408K 0.05% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,624 $406K 0.06% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,623 $406K 0.05% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,613 $405K 0.01% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,600 $404K 0.04% +5,040 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,594 $404K 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,551 $401K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,542 $400K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,535 $400K 0.27% -940 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,513 $398K 0.13% 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,500 $397K <0.01% +4,950 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,482 $396K 0.11% new 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 5,459 $395K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,461 $394K 0.19% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,431 $392K 0.04% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,431 $392K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,417 $391K 0.01% new 13F-HR/A Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,415 $391K 0.11% new 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 5,390 $389K 0.09% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,383 $389K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,379 $389K 0.03% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,350 $386K <0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 5,329 $385K 0.01% new 13F-HR Timeline Group SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 5,313 $384K 0.09% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,259 $382K 0.03% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,266 $380K 0.15% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,264 $380K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,205 $376K 0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,202 $376K 0.01% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 5,195 $375K 0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,167 $373K 0.03% new 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,142 $371K 0.24% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 5,136 $371K 0.15% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,122 $370K 0.11% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 5,120 $370K 0.04% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 5,120 $370K 0.19% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,110 $369K 0.05% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,100 $368K 0.2% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,070 $366K 0.13% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,065 $366K 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,053 $365K 0.09% +4,585 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,040 $364K 0.06% +4,563 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,036 $364K 0.21% new 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 5,000 $361K 0.14% new 13F-HR/A Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,000 $361K 0.1% new 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,000 $361K 0.17% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,000 $361K 0.02% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,990 $360K 0.19% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,297 $360K 0.16% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,977 $359K 0.02% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,950 $358K 0.07% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,928 $356K 0.19% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,890 $354K 0.06% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,856 $351K 0.03% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,848 $350K 0.07% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,829 $349K 0.07% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,808 $347K 0.29% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,800 $347K 0.25% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,786 $346K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,763 $344K 0.34% 13F-HR/A Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,750 $343K 0.26% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,702 $340K 0.11% 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,700 $339K 0.17% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,690 $339K 0.04% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,686 $338K 0.15% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,670 $337K 0.21% +3,964 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,670 $337K 0.32% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,649 $336K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,642 $335K 0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,453 $334K 0.08% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,620 $334K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,615 $333K 0.02% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,612 $333K 0.12% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,610 $333K 0.02% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,609 $333K 0.17% new 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 4,608 $333K 0.05% new 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,602 $332K 0.13% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,596 $332K 0.02% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,494 $328K 0.01% 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,526 $327K 0.02% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $325K 0.15% 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,490 $324K 0.05% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,470 $324K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,458 $322K 0.02% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,450 $321K 0.1% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,449 $321K <0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,423 $319K 0.06% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,423 $319K 0.04% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,919 $319K 0.03% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,370 $316K 0.02% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,354 $314K 0.04% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,348 $314K 0.09% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,344 $314K 0.05% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,340 $313K 0.34% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,314 $312K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,173 $312K 0.07% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,300 $311K 0.06% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,287 $310K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,280 $309K 0.2% new 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,280 $309K 0.06% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,273 $309K 0.44% 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,270 $308K 0.03% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,257 $307K 0.2% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,253 $307K 0.22% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,231 $306K 0.02% +3,932 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 4,210 $304K 0.02% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,204 $304K 0.03% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,730 $303K 0.02% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 4,191 $303K 0.02% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,190 $303K 0.08% +3,771 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,170 $301K <0.01% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,163 $301K 0.07% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,159 $300K 0.01% new 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,147 $300K 0.24% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,138 $299K 0.04% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,130 $298K 0.05% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,103 $296K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,098 $296K 0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 4,081 $295K 0.08% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,915 $294K 0.06% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,034 $291K 0.1% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,020 $291K 0.17% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,013 $290K <0.01% new 13F-HR/A Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,005 $289K 0.09% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,001 $289K 0.02% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,000 $289K 0.03% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,000 $289K 0.1% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,000 $289K 0.17% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,977 $287K 0.16% new 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,963 $286K 0.05% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,956 $286K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,938 $284K 0.08% new 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 3,935 $284K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,911 $282K 0.07% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,725 $282K 0.04% new 13F-HR Timeline