Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,020 $578K 0.04% -626 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 6,016 $578K 0.43% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,989 $575K 0.13% +3,073 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,952 $572K 0.41% +101 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,880 $569K 0.02% +86 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,890 $566K 0.05% new 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,840 $565K <0.01% +1,514 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,881 $565K 0.03% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,880 $565K 0.29% +400 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 5,827 $564K 0.39% -500 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 5,862 $563K 0.59% -7,113 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,857 $563K 0.35% -81 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,848 $562K 0.02% -8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,848 $562K 0.02% +1,740 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 5,846 $562K 0.15% -1,613 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,841 $561K 0.13% +69 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,838 $561K 0.46% +168 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,819 $559K 0.21% +278 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,815 $559K 0.04% -44 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,814 $558K 0.04% -1,347 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,813 $558K 0.24% -275 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,807 $558K 0.13% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 5,800 $557K <0.01% -4,900 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 5,795 $557K 0.05% -2,653 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,745 $556K 0.01% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,776 $555K 0.24% -53 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,708 $553K 0.01% +531 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,746 $552K 0.28% -4,291 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,719 $549K 0.35% -50 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 5,706 $548K 0.19% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,695 $547K 0.07% 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,675 $545K 0.26% +50 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 5,672 $545K 0.28% -640 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,650 $543K 0.03% +521 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,642 $542K 0.06% +15 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,619 $540K 0.17% +12 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,600 $538K 0.42% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,594 $537K 0.1% +100 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,569 $535K 0.07% +136 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,569 $535K 0.02% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,569 $535K 0.08% +193 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,566 $535K 0.37% +21 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,560 $534K 0.04% +45 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,552 $533K 0.16% -100 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,490 $531K 0.03% +1,455 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,514 $530K 0.23% -665 13F-HR Timeline City State Bank More: the full row for City State Bank 5,511 $529K 0.14% -306 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,500 $528K 0.26% -400 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,494 $528K 0.13% -60 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,491 $528K 0.15% 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,491 $527K 0.02% +563 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,482 $527K 0.08% +77 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,452 $524K 0.02% +560 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,397 $518K 0.03% -2,142 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,365 $515K 0.05% +565 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,325 $515K 0.16% -824 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,352 $514K 0.04% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,340 $513K 0.41% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,335 $512K 0.32% -68 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,326 $512K 0.32% -59 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,317 $511K 0.06% -404 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,316 $511K 0.23% +163 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,306 $510K 0.07% +915 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,305 $510K 0.05% -9 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,299 $509K 0.06% +456 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 5,280 $507K 0.09% +442 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,265 $506K 0.07% -169 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,266 $506K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,259 $505K 0.05% +117 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,239 $503K 0.05% -204 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,235 $503K 0.1% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,197 $500K 0.03% -1,037 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 5,163 $496K 0.26% +3,020 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,157 $495K 0.03% -147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,150 $495K 0.4% +250 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,146 $494K 0.3% -62 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,140 $494K 0.09% +118 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,135 $493K 0.21% +1,904 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,125 $492K 0.06% +37 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,119 $492K 0.32% -678 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,114 $491K 0.23% +123 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,106 $490K 0.05% -106 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,104 $490K 0.02% -1,651 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,089 $489K 0.38% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,068 $487K 0.03% +1,191 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,031 $483K 0.09% +11 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,000 $483K 0.04% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,016 $482K 0.1% -55 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,011 $481K 0.07% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 5,009 $481K 0.23% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,007 $481K 0.03% +504 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,000 $480K 0.04% -6,990 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,000 $480K 0.23% 0 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,985 $479K 0.17% -1,300 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 4,985 $479K 0.23% +474 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,980 $478K 0.15% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,959 $476K 0.18% -1,480 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,933 $474K 0.03% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,917 $472K 0.03% -109 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,908 $471K 0.04% -2,778 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,904 $471K 0.02% +1,339 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,695 $471K 0.04% +585 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,895 $470K 0.05% -5,683 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,901 $470K 0.12% +762 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,878 $469K 0.23% +172 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,860 $467K 0.1% -3,262 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,858 $467K 0.07% -750 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,822 $463K 0.33% -277 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,818 $463K 0.15% +227 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,816 $463K 0.07% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 4,803 $461K 0.38% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,801 $461K 0.18% +2,609 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 4,800 $461K 0.16% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,780 $459K 0.27% +1,189 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 4,750 $456K 0.26% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,750 $456K 0.1% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,749 $456K 0.02% +648 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,748 $456K 0.04% +693 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 4,743 $456K 0.47% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,739 $455K 0.02% -2,161 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,736 $455K 0.17% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,730 $454K 0.11% -180 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,720 $453K 0.07% -500 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,698 $451K 0.01% -1,706 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,695 $451K 0.01% -4 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,688 $450K 0.4% 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 4,684 $450K 0.01% -18,700 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,674 $449K 0.16% +5 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,445 $448K 0.08% +1,522 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,667 $448K 0.12% -225 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,667 $448K 0.07% +2,469 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,666 $448K 0.22% -828 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,654 $447K 0.08% -354 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,654 $447K 0.03% +1,003 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,646 $446K 0.07% -646 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,644 $446K <0.01% new 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,607 $443K 0.03% +323 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 4,607 $443K 0.38% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,574 $442K 0.01% -458 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,594 $441K 0.17% -293 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 4,589 $441K 0.17% 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,567 $439K 0.4% -500 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,553 $437K 0.07% -61 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,518 $434K 0.01% +74 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,511 $433K 0.06% -591 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,505 $433K 0.04% +376 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,504 $433K -128 Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,494 $432K 0.21% -145 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,477 $430K 0.04% +1,076 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,463 $429K 0.35% -40 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,461 $429K 0.03% -92 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,450 $427K 0.1% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,447 $427K 0.13% +7 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,445 $427K 0.01% -144 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,444 $427K 0.08% -206 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,441 $427K 0.02% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,403 $423K 0.01% -74,619 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 4,391 $422K 0.16% +1,100 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,372 $420K 0.19% +15 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,369 $420K 0.15% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,357 $419K 0.04% +240 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,352 $418K 0.07% +1,986 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,346 $417K 0.09% -196 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,341 $417K 0.05% +40 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,332 $416K 0.13% +1,258 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,328 $416K <0.01% -238 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,294 $412K 0.17% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,282 $411K 0.07% 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 4,280 $411K 0.36% +135 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,278 $411K 0.12% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,234 $410K 0.22% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,262 $409K 0.25% -176 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,261 $409K 0.32% -49 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,949 $406K 0.29% -485 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 4,211 $405K 0.35% -2,887 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 4,005 $404K 0.39% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,205 $404K 0.18% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,205 $404K 0.12% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,192 $403K 0.04% +14 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,189 $402K 0.01% +30 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,178 $401K 0.4% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,173 $401K <0.01% -83,279 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 4,165 $400K 0.15% -65 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,156 $399K 0.13% -1,694 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,152 $399K 0.13% -100 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,145 $398K 0.16% -2,272 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,117 $398K 0.03% -314 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,127 $396K 0.12% +460 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,126 $396K 0.15% -187 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,121 $396K 0.01% +700 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,119 $396K 0.03% +1,774 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,105 $394K 0.03% +409 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,095 $393K 0.16% -454 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,081 $392K 0.05% -705 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,079 $392K 0.17% +32 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 4,061 $390K 0.12% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,023 $389K 0.04% +180 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,049 $389K 0.21% -57 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,014 $388K 0.04% -1,737 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,030 $387K <0.01% -95 13F-HR Timeline Group