Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,880 $1.27M 0.07% +195 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,876 $1.26M 0.07% +1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,876 $1.26M 0.03% -129 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,873 $1.26M 0.13% -5 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,863 $1.25M 0.07% +1,227 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,856 $1.25M 0.02% +524 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,788 $1.25M 0.07% -146 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 1,846 $1.24M 0.01% +63 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,838 $1.24M 0.04% -569 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,831 $1.23M 0.6% +530 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,830 $1.23M 0.05% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,878 $1.23M 0.57% +35 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,812 $1.22M 0.82% +2 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,807 $1.22M 0.55% -57 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,805 $1.21M 0.01% +184 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,802 $1.21M 0.22% +340 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $1.21M 0.32% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,776 $1.2M 0.03% +99 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,764 $1.19M 0.03% -127 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,760 $1.19M 0.85% +113 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,757 $1.18M 0.31% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,750 $1.18M 0.1% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,750 $1.18M 0.08% +200 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,746 $1.18M 0.04% +197 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,747 $1.18M 0.1% -11 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,745 $1.17M 0.31% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,737 $1.17M 0.03% +390 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,729 $1.16M 0.6% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,715 $1.15M 0.05% -70 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,713 $1.15M 0.15% +135 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,705 $1.15M +1,250 Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,705 $1.15M 0.58% +83 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,704 $1.15M 0.05% -420 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,689 $1.14M 0.02% -299 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,672 $1.13M 0.35% +2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,670 $1.12M 0.02% -65 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,653 $1.11M 0.11% +127 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,653 $1.11M 0.04% -144 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,631 $1.1M 0.35% -100 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,630 $1.1M 0.38% -81 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,627 $1.1M 0.01% +75 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,616 $1.09M 0.09% -415 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 1,607 $1.08M 0.02% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,605 $1.08M 0.42% +250 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,600 $1.08M 0.48% +1,000 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,600 $1.08M 0.82% -34 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,592 $1.07M 0.09% +9 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,542 $1.07M 0.29% -212 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,586 $1.07M 0.08% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,577 $1.06M 0.01% -113 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,574 $1.06M 0.32% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,570 $1.06M 0.28% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,570 $1.06M 0.51% -200 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,567 $1.05M 0.02% +62 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,563 $1.05M 0.01% +166 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $1.05M 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,548 $1.04M 0.1% -561 13F-HR/A Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,548 $1.04M 0.1% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,544 $1.04M 0.06% -167 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,540 $1.04M 0.02% -366 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,535 $1.03M 0.7% +1,509 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,529 $1.03M 0.26% +837 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,525 $1.03M 0.15% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,519 $1.02M 0.15% -18 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,518 $1.02M 0.14% +20 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,517 $1.02M 0.05% +285 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,527 $1.02M 0.14% +815 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,515 $1.02M 0.02% -67 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,514 $1.02M 0.04% -25 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,512 $1.02M 0.08% -19 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,505 $1.01M 0.04% +267 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,501 $1.01M 0.14% +104 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,500 $1.01M 0.22% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,500 $1.01M 0.11% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,490 $1M 0.04% -73 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,485 $999K 0.04% +457 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,484 $999K 0.7% +2 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,482 $997K 0.19% +22 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,478 $996K 0.25% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,474 $992K 0.81% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,471 $990K 0.08% -117 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,469 $989K 0.05% -47 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,468 $988K 0.05% +9 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,450 $976K 0.02% -50 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,447 $973K 0.11% +93 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,449 $968K 0.09% +60 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,427 $960K 0.36% -374 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,426 $959K 0.03% +94 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,408 $946K 0.5% -46 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,404 $945K 0.34% -4 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,404 $945K 0.08% new 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 1,404 $945K 0.36% +17 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,400 $942K 0.44% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,400 $942K 0.37% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,400 $942K 0.04% +375 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,400 $942K 1.05% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,359 $941K 0.01% -90 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,397 $940K 0.37% -7 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,391 $936K 0.13% -72 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,389 $935K <0.01% -8 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1,378 $927K 0.17% new 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,352 $911K 0.25% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,351 $910K 0.06% +673 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,344 $904K 0.1% -190 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,338 $900K 0.27% -29 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,337 $900K 0.36% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,331 $897K 0.03% -15 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,325 $892K 0.39% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,323 $891K 0.03% +46 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,319 $888K 0.4% -15 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,316 $886K 0.62% -65 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,314 $884K 0.06% +50 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,274 $879K 0.45% +10 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,297 $873K 0.09% +119 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,289 $867K 0.12% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,289 $867K 0.5% -306 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,282 $863K 0.22% +45 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,278 $860K 0.16% -53 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,275 $858K 0.05% -218 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,273 $857K 0.09% -48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,268 $853K 0.13% 0 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,267 $852K 0.04% -20 13F-HR/A Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,262 $849K 0.01% -3,359 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,260 $848K 0.1% -60 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,259 $847K 0.13% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,257 $846K 0.07% -274 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,257 $845K 0.18% +189 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,254 $844K 0.01% -4 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,253 $843K 0.55% +140 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,246 $839K 0.44% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,243 $837K 0.06% -102 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,241 $835K 0.56% -178 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,232 $829K 0.26% -3 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,241 $829K 0.37% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,227 $826K 0.27% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,225 $824K 0.19% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,211 $815K 0.1% -5 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,208 $813K 0.22% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,204 $810K 0.65% -159 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,201 $808K 0.44% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,200 $808K 0.13% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,200 $808K 0.03% -300 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,200 $808K 0.21% -200 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 1,200 $797K 0.59% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,178 $793K 0.02% +223 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,178 $793K 0.02% -20 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,177 $792K 0.07% +45 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,174 $790K 0.06% +567 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,166 $785K 0.04% +94 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,166 $785K 0.02% -4 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,165 $784K 0.18% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,161 $781K 0.06% +192 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,155 $777K 0.05% +82 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,150 $774K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,147 $772K 0.01% 0 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 1,144 $770K 0.17% +2 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,141 $768K 0.07% -2,895 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,132 $762K 0.08% -13 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,130 $761K 0.08% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,127 $758K -10,296 Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,123 $757K 0.08% -3 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,123 $756K 0.02% +195 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,108 $746K 0.58% -100 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,107 $745K 0.06% +160 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,103 $742K 0.4% +27 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,088 $732K 0.05% -6 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,082 $728K 0.22% +471 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,083 $724K 0.07% 0 13F-HR/A Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,069 $719K 0.01% +153 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,065 $717K 0.3% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,063 $715K 0.16% -128 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,062 $714K 0.02% +73 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,060 $713K 0.1% -250 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,059 $713K 0.15% +100 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,059 $713K 0.1% -123 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,050 $707K 0.17% -27 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,048 $705K 0.68% -203 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,046 $705K 0.62% -56 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,045 $704K 0.08% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,037 $698K 0.01% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,035 $697K 0.2% -19 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,034 $696K 0.04% +368 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,019 $686K 0.01% -88 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,017 $684K 0.04% -2 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,014 $682K 0.62% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,010 $680K 0.01% +218 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,010 $680K 0.35% +154 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,009 $679K 0.04% +3 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,009 $679K 0.1% +25 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,007 $678K 0.05% -3,727 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,005 $677K <0.01% +82 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,005 $676K 0.08% +597 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $673K 0.12% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,000 $673K 0.01% -1,280 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 998 $672K 0.03% +18 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,000 $668K 0.42% -3,560 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 991 $667K 0.09% -1,880 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 919 $664K 0.02% -343 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 984 $662K 0.09% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 984 $662K 0.14% 0 13F-HR Timeline Group