LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 5,031 $2.88M 1.74% -595 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,024 $2.87M 0.58% +60 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,021 $2.87M 0.26% +65 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 5,019 $2.87M 0.61% -50 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,016 $2.87M 0.26% -263 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,009 $2.87M 0.12% +1,066 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,006 $2.86M 0.21% -563 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,004 $2.86M 2.17% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,002 $2.86M 0.32% -416 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 5,000 $2.86M 0.72% -2,000 13F-HR Timeline One Madison Group LLC More: the full row for One Madison Group LLC 5,000 $2.86M 0.33% -6,000 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 5,000 $2.86M 1.74% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,995 $2.86M 0.36% +3,440 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4,984 $2.85M 0.07% 0 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,979 $2.85M 1.3% +68 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,974 $2.85M 0.49% +137 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,967 $2.84M 0.68% -3,348 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,961 $2.84M 2.46% +801 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,949 $2.83M 0.41% -418 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 4,947 $2.83M 2.44% +266 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,932 $2.82M 0.74% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,924 $2.82M 1.14% -45 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,922 $2.82M 4.63% +3,752 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,919 $2.81M 0.96% +2,603 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,915 $2.81M 0.81% +1,271 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,912 $2.81M 0.98% -169 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,912 $2.81M 0.86% +178 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 4,911 $2.81M 2.22% +123 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,893 $2.8M 0.84% +73 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 4,880 $2.79M 1.53% -391 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,869 $2.79M 0.17% -56 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,869 $2.79M 0.71% +200 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,204 $2.79M 1.16% +175 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 4,866 $2.78M 5.23% -1,914 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 4,850 $2.77M 1.8% +42 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,826 $2.76M 2.54% -311 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 4,820 $2.76M 4.35% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 4,815 $2.75M 0.26% -412 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,812 $2.75M 1.47% +179 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,808 $2.75M 0.35% -2,863 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,802 $2.75M 0.38% -19,105 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,774 $2.73M 1.2% +96 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 4,758 $2.72M 2.78% +3,440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,758 $2.72M 0.24% -246 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,755 $2.72M 0.95% -36 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 5,068 $2.72M 1.8% +95 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 4,750 $2.72M 1.53% -1,250 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,749 $2.72M 0.62% -74 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 4,744 $2.71M 1.11% -194 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,741 $2.71M 1.04% +768 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,740 $2.71M 1.01% -3,520 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,726 $2.7M 0.43% +66 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,725 $2.7M 0.98% -109 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,718 $2.7M 0.73% +166 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,712 $2.7M 0.46% +1,440 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,710 $2.69M 1.24% +94 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,708 $2.69M 1.09% +36 13F-HR Timeline SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 4,705 $2.69M 0.43% -1,601 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,701 $2.69M 1.33% +303 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,700 $2.69M 3.28% +3,294 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,698 $2.69M 1.37% +2,434 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,697 $2.69M 1.56% +199 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,693 $2.68M 0.99% +125 13F-HR Timeline Group FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,687 $2.68M 2.57% +12 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,685 $2.68M 0.67% +3,433 13F-HR Timeline American Trust More: the full row for American Trust 4,685 $2.68M 0.24% -977 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 4,683 $2.68M 0.47% -2,765 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,667 $2.67M 2.33% -29 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,665 $2.67M 0.36% +25 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,695 $2.67M 1.24% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,664 $2.67M 0.28% -179 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,663 $2.67M 2.31% -28 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,646 $2.66M 0.82% +71 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,644 $2.66M 0.82% +688 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,641 $2.66M 0.73% +379 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,638 $2.65M 0.03% +311 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,637 $2.65M 1.15% +355 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,631 $2.65M 0.32% +48 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,628 $2.65M 0.58% -101 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,627 $2.65M 1.15% +57 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,624 $2.65M 0.57% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,621 $2.64M 0.84% -27 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,619 $2.64M 0.56% +193 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,616 $2.64M 0.36% -1,528 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,613 $2.64M 0.57% -842 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,609 $2.64M 1.59% +526 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,609 $2.64M 0.15% -737 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,609 $2.64M 0.1% +154 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,599 $2.63M 0.35% -154 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,592 $2.63M 0.96% +205 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,582 $2.62M 0.94% -41 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,580 $2.62M 1.77% -371 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,575 $2.62M 0.29% +21 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,563 $2.61M 0.3% -413 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,536 $2.61M 0.61% +247 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,554 $2.61M 0.42% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,549 $2.6M 1.23% -20 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,545 $2.6M 0.94% +37 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,537 $2.6M 0.32% +353 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,540 $2.6M 0.76% +709 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $2.6M 1.46% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 4,536 $2.6M 1.89% +81 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,536 $2.59M 2.24% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,535 $2.59M 0.55% -1,863 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,533 $2.59M 1.6% +46 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,925 $2.59M 1.08% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,525 $2.59M 0.25% -110 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,524 $2.59M 1.45% +797 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,523 $2.59M 0.59% +549 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,512 $2.58M 0.51% -300 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 4,512 $2.58M 2.63% -21 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,511 $2.58M 0.62% -96 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,506 $2.58M 1.86% -1,941 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $2.57M 0.98% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,498 $2.57M 0.55% -192 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,492 $2.57M 0.89% +49 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,878 $2.57M 1.46% +300 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,490 $2.57M 0.12% -1,704 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,489 $2.57M 0.62% -163 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,486 $2.57M 0.82% +85 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,481 $2.56M 0.33% +2,195 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,477 $2.56M 0.19% +3,177 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,470 $2.56M 1.53% +926 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,464 $2.55M 0.61% +140 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 4,461 $2.55M <0.01% +176 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,461 $2.55M 0.54% +351 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,450 $2.55M 0.69% +184 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,449 $2.55M 1.34% +156 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,448 $2.54M 2.37% +387 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,448 $2.54M 0.41% +566 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,419 $2.53M 0.85% -3,013 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,416 $2.53M 0.58% +70 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,413 $2.52M 1.22% -83 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,409 $2.52M 0.77% +283 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,407 $2.52M 0.48% -242 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,404 $2.52M 0.7% +1 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 4,403 $2.52M 1.15% -2,055 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,400 $2.52M 0.32% +86 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,400 $2.52M 0.28% -249 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,397 $2.52M 0.74% +426 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,411 $2.51M 1.51% -232 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 4,377 $2.5M 0.04% +221 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,364 $2.5M 1.04% -9 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 4,346 $2.49M 0.01% +1 13F-HR Timeline TLWM More: the full row for TLWM 4,339 $2.48M 0.45% +148 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,336 $2.48M 0.14% +769 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 4,333 $2.48M 1.08% +2,846 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,328 $2.48M 0.2% -9 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,326 $2.47M 0.27% -20 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,273 $2.47M 0.19% +842 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,321 $2.47M 0.22% +478 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,318 $2.47M 0.5% -2,445 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 4,317 $2.47M 2.22% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,317 $2.47M 1.67% -22 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,310 $2.47M 1.29% -2,952 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,309 $2.47M 0.15% +1,099 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,308 $2.46M 0.83% +201 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,303 $2.46M 1.03% -46 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 4,302 $2.46M 2.46% -1,124 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,300 $2.46M 2.23% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 4,298 $2.46M 2.24% +15 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 4,290 $2.45M 1.7% +890 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,284 $2.45M 1.43% -286 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,281 $2.45M 1.41% +5 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,271 $2.44M 0.07% +1,312 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,229 $2.44M 0.8% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,259 $2.44M 0.86% -794 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,258 $2.44M 1.35% +396 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,257 $2.44M 0.95% +62 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,251 $2.43M 0.35% +83 13F-HR Timeline Group AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 4,237 $2.42M 2.28% +772 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 4,235 $2.42M 1.88% +3,223 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,227 $2.42M 1.65% +505 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,225 $2.42M 0.46% +171 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,223 $2.42M 0.9% +201 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,222 $2.42M 1.48% +103 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,221 $2.41M 1.19% +463 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,220 $2.41M 0.34% +2,302 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,212 $2.41M 1.5% -47 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,207 $2.41M 0.26% -42 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,202 $2.4M 0.6% -107 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,196 $2.4M 0.54% +179 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,195 $2.4M 1.36% +257 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,190 $2.4M 0.75% -691 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,185 $2.39M 0.97% +2,793 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 4,183 $2.39M 1.4% -479 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,178 $2.39M 0.31% +258 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,171 $2.39M 0.23% +119 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,169 $2.39M 0.55% +285 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,167 $2.38M 0.18% -4,906 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,166 $2.38M 1.08% -169 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 4,155 $2.38M 0.3% +147 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,130 $2.36M 0.68% +383 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,115 $2.35M 0.52% +416 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,111 $2.35M 1.02% -150 13F-HR/A Timeline Sentinel Dome Partners, LLC More: the full row for Sentinel Dome Partners, LLC 4,100 $2.35M 2.23% -1,100 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,091 $2.34M 0.37% -263 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,089 $2.34M 0.78% -442 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,082 $2.34M 0.12% +27 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 4,081 $2.33M 2.15% +449 13F-HR Timeline