OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 13,278 $965K 0.38% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,882 $964K 0.23% -787 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,900 $964K 0.24% -170 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,840 $958K 0.01% +763 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,825 $956K 0.25% -17,076 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,825 $956K 0.07% +55 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,807 $955K 0.03% -242 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,141 $949K 0.08% +123 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 9,750 $949K 0.07% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,724 $947K 0.14% -3,256 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,700 $944K 0.41% +450 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,672 $941K 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,577 $932K +1,012 Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,786 $758K 0.11% +1,378 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,783 $758K 0.59% +294 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,677 $757K 0.03% +4,767 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,752 $755K 0.18% -864 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,749 $754K 0.06% +422 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,737 $753K 0.03% +4,976 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,688 $748K 0.13% +92 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 7,670 $747K 0.65% -110 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,590 $739K 0.04% -8,033 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,564 $736K 0.02% -129 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,533 $733K 0.02% +1,248 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,515 $732K 0.08% -60 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,449 $725K 0.01% -484 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,409 $721K 0.06% -3,337 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 7,405 $721K 0.21% new 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,375 $718K 0.07% -5,649 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,189 $700K 0.16% +770 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,120 $693K 0.03% +185 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Wealth Group, Ltd. 6,389 $622K 0.62% +39 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,349 $618K 0.11% -297 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,332 $616K 0.04% -395 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,303 $614K 0.01% -1,907 13F-HR/A Timeline ACCESS FINANCIAL SERVICES, INC. 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More: the full row for VeraBank, N.A. 5,835 $568K 0.11% +519 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,816 $566K 0.05% -233 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,760 $561K 0.2% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,757 $560K 0.01% +796 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,750 $560K 0.18% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,742 $559K 0.02% -705 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,742 $559K 0.15% +138 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,731 $558K 0.05% -8,989 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,676 $553K 0.18% new 13F-HR Timeline Telos Capital Management, Inc. 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