Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,413 $394K 0.02% -93 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,405 $392K 0.02% -21 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,400 $391K 0.06% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,400 $391K 0.19% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,400 $391K <0.01% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,395 $389K 0.03% -9 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,392 $388K 0.1% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,391 $388K 0.15% -96 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,388 $387K 0.01% -190 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,384 $386K 0.06% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,376 $384K 0.04% -31 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,374 $383K 0.16% -14 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,366 $381K 0.05% +2 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,363 $380K 0.12% -100 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,360 $379K 0.11% -25 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,357 $379K 0.03% -26 13F-HR/A Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,355 $378K 0.12% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,354 $378K 0.01% -533 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,352 $377K 0.02% +2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,343 $376K 0.1% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,341 $376K 0.02% -93 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,340 $374K 0.1% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,336 $373K 0.03% -433 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,332 $372K 0.03% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,328 $371K 0.09% -1,020 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,327 $370K 0.05% +80 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,570 $369K 0.02% -11 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,319 $368K 0.22% -1 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,307 $365K 0.26% +25 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,303 $363K 0.02% 0 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,293 $361K 0.03% +309 13F-HR/A Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,284 $358K 0.15% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,281 $357K 0.03% +8 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,279 $357K 0.06% -260 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,278 $356K 0.17% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,431 $356K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,273 $355K 0.03% -173 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,255 $350K 0.05% -50 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 1,251 $349K 0.15% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,249 $348K 0.1% -12 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,247 $348K 0.02% -59 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,238 $345K <0.01% -1,357 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,235 $344K 0.12% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,230 $343K 0.03% +142 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,229 $343K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,229 $343K 0.02% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,216 $339K 0.05% -49 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,213 $338K 0.05% +1 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,211 $338K 0.04% +3 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 1,207 $337K 0.44% new 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,201 $335K 0.01% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,200 $335K 0.16% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,195 $333K 0.01% +29 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 1,194 $333K 0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,182 $330K 0.03% +113 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,181 $329K 0.27% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,175 $328K 0.15% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,174 $328K 0.02% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,172 $327K 0.04% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,163 $324K 0.01% -45 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,161 $324K 0.01% -16 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,179 $324K 0.03% -301,348 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,152 $321K 0.03% -203 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,150 $321K 0.23% -700 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,145 $319K 0.15% +11 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,142 $319K 0.17% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,140 $318K 0.01% -60 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,132 $316K 0.18% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,131 $315K 0.05% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,125 $314K 0.09% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,125 $314K 0.03% +95 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,124 $314K 0.03% -4 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,126 $311K 0.22% +91 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,116 $311K 0.04% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,116 $311K 0.01% +24 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,107 $309K 0.03% -54 13F-HR/A Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,102 $307K 0.21% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,101 $307K 0.01% +50 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,100 $307K 0.17% -196 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,100 $307K 0.06% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,095 $305K 0.01% -62 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,093 $305K 0.07% new 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,092 $305K 0.06% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,089 $304K 0.14% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,089 $304K 0.12% 0 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,082 $302K 0.03% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,081 $302K 0.01% +64 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,080 $301K 0.07% +33 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,077 $300K 0.1% +4 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,075 $300K 0.02% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,075 $300K 0.21% -1,572 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,070 $298K <0.01% -4,128 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,069 $298K 0.05% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,069 $296K 0.09% +34 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,097 $296K 0.06% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,059 $295K 0.23% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,058 $295K 0.17% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,058 $295K 0.04% -1 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,053 $294K 0.03% 0 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,052 $293K 0.07% +21 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,051 $293K 0.04% 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,049 $293K 0.01% new 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,049 $293K 0.02% +6 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,042 $291K 0.01% -23 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,041 $290K -36 Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,034 $288K 0.09% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,027 $286K 0.02% +3 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,025 $286K 0.18% +52 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,025 $286K 0.18% -38 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,017 $284K 0.13% +13 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,014 $283K 0.03% +24 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,009 $281K 0.01% -96 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 982 $279K 0.07% 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $279K 0.04% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,000 $279K 0.06% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,000 $279K 0.1% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 993 $277K <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 993 $277K 0.02% -6,851 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 990 $276K 0.08% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 990 $276K 0.1% +153 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 984 $274K 0.03% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 983 $274K 0.03% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 982 $274K 0.03% +1 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 979 $273K 0.03% 0 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 977 $273K 0.07% +169 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 969 $270K 0 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 977 $270K 0.01% -67 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 966 $269K 0.02% +7 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 960 $268K 0.07% +69 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 960 $268K 0.2% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 959 $268K 0.04% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 957 $267K 0.01% +2 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 955 $266K 0.07% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 954 $266K 0.06% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 952 $266K 0.03% -30 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 952 $266K 0.02% +132 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 950 $265K <0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 950 $265K 0.08% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 949 $265K 0.09% +85 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 949 $265K 0.02% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,241 $263K 0.09% +1,196 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 941 $262K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 902 $260K 0.02% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 930 $259K 0.1% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 927 $259K 0.01% +70 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 926 $258K 0.01% -432 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 925 $258K 0.09% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 916 $255K 0.22% -328 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 910 $254K 0.08% +90 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 909 $254K 0.25% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 906 $253K 0.14% +409 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 904 $252K 0.11% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 897 $250K 0.12% +3 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 895 $250K 0.4% +2 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 882 $246K 0.08% +13 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 876 $244K 0.03% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 875 $244K 0.01% -8 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 870 $243K 0.05% +49 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 868 $242K <0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 864 $241K 0.05% -100 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 861 $240K 0.01% -36 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 860 $240K 0.04% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 859 $240K 0.02% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 857 $239K 0.03% -350 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 853 $238K 0.07% +42 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 865 $237K 0.13% -4 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 850 $237K 0.03% 0 13F-HR/A Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 839 $234K 0.05% +18 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 837 $233K 0.05% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 835 $233K 0.05% +25 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 835 $233K 0.03% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 833 $232K 0.03% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 832 $232K <0.01% -27,181 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 831 $232K 0.16% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 830 $232K <0.01% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 830 $231K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 830 $231K 0.03% +1 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 826 $230K 0.06% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 825 $230K 0.02% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 825 $230K 0.04% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 825 $230K 0.06% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 824 $230K 0.04% +6 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 848 $230K 0.05% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 822 $229K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 819 $228K 0.03% +7 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 818 $228K 0.11% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 814 $227K 0.02% -50 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 813 $227K 0.16% +3 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 812 $226K 0.06% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 811 $226K 0.04% +3 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 810 $226K 0.02% -13 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 810 $226K 0.01% +22 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 808 $225K 0.02% -239 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 808 $225K 0.02% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 807 $225K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 805 $225K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 804 $224K 0.02% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 804 $224K 0.04% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 800 $223K 0.06% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 800 $223K 0.08% 13F-HR Timeline