WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,540 $4.09M 2.4% +105 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,538 $4.09M 1.74% -257 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,509 $4.07M 0.28% +7 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,500 $4.06M 0.64% +15 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,496 $4.06M 1.11% +209 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,487 $4.05M 0.38% -1,381 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 5,476 $4.04M 1.93% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,671 $4.04M 1.19% +156 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 5,475 $4.04M 0.03% -74,385 13F-HR/A Timeline Group Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 5,470 $4.04M 5.65% -200 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,464 $4.03M 0.49% +266 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,463 $4.03M 0.76% +103 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,461 $4.03M 0.57% +364 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,450 $4.02M 0.7% -67 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,437 $4.01M 0.45% +692 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,431 $4.01M 0.87% +51 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,422 $4M 0.48% +1,281 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 5,416 $4M 1.26% +108 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,413 $4M 0.32% +1,246 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,396 $3.98M 0.6% +20 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,394 $3.98M 3.45% -10 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,381 $3.97M 0.5% -451 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,374 $3.97M 2.76% -342 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,363 $3.96M 0.74% +319 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,500 $3.96M 0.65% 0 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,350 $3.95M 0.91% -30 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,329 $3.93M 0.26% +87 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,309 $3.92M 0.31% +370 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 5,306 $3.92M 2.41% -544 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 5,306 $3.92M 2.31% 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,305 $3.92M 2.9% +83 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,302 $3.91M 1.23% +150 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,301 $3.91M 2.35% -125 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,297 $3.91M 1.11% +544 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,285 $3.9M 1.28% +333 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,280 $3.9M 0.86% +738 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,279 $3.9M 1.11% +596 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,275 $3.89M 1.82% -175 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,270 $3.89M 0.71% +330 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,267 $3.89M 0.07% +851 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 5,241 $3.87M 1.73% +956 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,232 $3.86M 0.23% +226 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 5,213 $3.85M 1.92% +132 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,201 $3.84M 1.41% -206 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 5,446 $3.84M 2.16% -300 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,199 $3.84M 3.68% -124 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,197 $3.84M 0.51% +690 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,192 $3.83M 0.55% -420 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,187 $3.83M 1.39% +290 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,183 $3.83M 1.48% +1,048 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,168 $3.81M 1.25% +177 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,159 $3.81M 0.61% +201 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,155 $3.8M 3.22% +4,110 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,149 $3.8M 0.44% +447 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 5,148 $3.8M 0.99% +44 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,147 $3.8M 0.3% +716 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,146 $3.8M 2% -1,797 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,145 $3.8M 0.96% +274 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,137 $3.79M 0.25% +137 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,128 $3.78M 0.81% +3,307 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,126 $3.78M 0.93% -3 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,114 $3.77M 2.91% 0 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 5,111 $3.77M 1.12% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,107 $3.77M 2.87% +202 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,093 $3.76M 0.94% -256 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 5,090 $3.76M 0.59% +4,515 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,090 $3.76M 2.58% +30 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,079 $3.75M 1.24% +705 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,076 $3.75M 1.41% +8 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,058 $3.73M 1.66% -170 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,055 $3.73M 0.88% +4,102 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,055 $3.73M 2.66% -94 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,047 $3.73M 0.99% +336 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,037 $3.72M 0.2% +221 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 5,031 $3.71M 2.72% -2 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 5,028 $3.71M 1.91% +666 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,007 $3.7M 0.73% -8 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,003 $3.69M 0.43% +60 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 4,995 $3.69M 1.8% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,992 $3.68M 2.86% -223 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,990 $3.68M 0.28% +487 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4,984 $3.68M 0.08% -325 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,977 $3.67M 1.72% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,963 $3.66M 0.51% +4,537 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,960 $3.66M 2.76% -831 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,706 $3.66M 1.72% +558 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 4,949 $3.65M 1.9% +65 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,942 $3.65M 1.44% +216 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,940 $3.65M 0.6% +474 13F-HR/A Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 4,939 $3.65M 1.18% +3,672 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,925 $3.64M 0.24% +322 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,916 $3.63M 1.68% -148 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,902 $3.62M 0.9% -40 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,902 $3.62M 1.3% +21 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 4,900 $3.62M 0.48% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,018 $3.62M 1.1% +1,253 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,887 $3.61M 0.65% +305 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,880 $3.6M 1.73% +232 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,878 $3.6M +54 Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,236 $3.59M 1.68% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,327 $3.59M 0.25% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,863 $3.59M 0.25% +135 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,847 $3.58M 0.44% -7 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,846 $3.58M 0.99% +363 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,968 $3.57M 0.7% -274 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,835 $3.57M 0.24% +907 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,834 $3.57M 1.26% +624 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,831 $3.57M 0.49% +63 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,830 $3.56M 1.69% +950 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 4,813 $3.55M 1.99% +424 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,812 $3.55M 0.87% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,808 $3.55M 2.35% +65 13F-HR Timeline Arvin Capital Management LP More: the full row for Arvin Capital Management LP 4,796 $3.54M 1.01% -6,158 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,793 $3.54M 1.28% +626 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,780 $3.53M 0.85% +1,202 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,779 $3.53M 2.19% -57 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 4,774 $3.52M 1.1% -405 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,766 $3.52M 0.55% +319 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 4,766 $3.52M 0.49% +1,045 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,762 $3.52M 1.24% +35 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,757 $3.51M 0.35% +387 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,746 $3.5M 0.64% -4,281 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,736 $3.5M 1.85% -160 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 4,732 $3.49M 1.96% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,714 $3.48M 0.66% +569 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,712 $3.48M 1.68% +37 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,825 $3.47M 1.35% -6,677 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,699 $3.47M 0.85% +2,759 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,694 $3.46M 0.6% +4 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,686 $3.46M 1.26% -426 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,673 $3.45M 1.18% -480 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,665 $3.44M 1.98% +411 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,664 $3.44M 0.64% +106 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,663 $3.44M 1.03% +198 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,654 $3.44M 0.7% +30 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,653 $3.43M 1.58% -144 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,650 $3.43M 0.35% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,628 $3.42M 1.99% +53 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,626 $3.41M 1.14% -261 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,625 $3.41M 0.32% +157 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,617 $3.41M 0.19% +2,737 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,615 $3.41M 1.95% +93 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,614 $3.41M 0.65% +2,340 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,610 $3.4M 2.37% +89 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,403 $3.4M 0.62% -432 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,607 $3.4M 0.05% +168 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,606 $3.4M 1.17% +354 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,595 $3.39M 1.39% -12 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,593 $3.39M 0.51% -17 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 4,590 $3.39M 2.83% +20 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,707 $3.38M 0.55% +804 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,575 $3.38M 0.86% +264 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,573 $3.38M 0.89% +85 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,573 $3.38M 0.4% -230 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,568 $3.37M 0.22% +24 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,560 $3.37M 0.47% +50 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,556 $3.36M 0.68% +532 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,545 $3.35M 0.95% +186 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,544 $3.35M 1.72% +95 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,543 $3.35M 1% +23 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,536 $3.35M 1.18% -19 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4,534 $3.35M 0.17% +2,312 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,534 $3.35M 1.54% -95 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,695 $3.34M 1.61% -205 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,522 $3.34M 1.99% +179 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 4,519 $3.34M 5.45% +203 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,508 $3.33M 1.3% -799 13F-HR/A Timeline Group SWS Partners More: the full row for SWS Partners 4,504 $3.33M 0.9% +38 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,501 $3.32M 1.2% +362 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,500 $3.32M 0.29% -1,000 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $3.32M 1.45% 0 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 4,500 $3.32M 0.62% +500 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,479 $3.31M 1% +267 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,477 $3.3M 1.4% -992 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,475 $3.3M 1.96% +3,990 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,464 $3.29M 1.05% +1,750 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,462 $3.29M 1.74% +397 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,453 $3.29M 1.27% -28 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,451 $3.29M 1.9% +67 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 5,300 $3.28M 0.58% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,440 $3.28M 0.37% -164 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,424 $3.27M 0.53% +94 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,423 $3.26M 1.13% +1,171 13F-HR/A Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,417 $3.26M 0.81% +1 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,417 $3.26M 0.63% +928 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,417 $3.26M 0.85% 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 4,407 $3.25M 1.65% -174 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,402 $3.25M 1.06% -88 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 4,398 $3.25M 0.13% +72 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,396 $3.24M 1.97% -20 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,392 $3.24M 0.52% -3,451 13F-HR Timeline D.B. 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