Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,837 $2.12M 0.25% +473 13F-HR/A Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,837 $2.12M 1.37% -614 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,836 $2.12M 1.24% -45 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,835 $2.12M 0.03% +104 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,835 $2.12M 0.47% -290 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,832 $2.11M 1.13% +567 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,830 $2.11M 0.25% -940 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,828 $2.11M 0.11% +409 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,824 $2.11M 0.68% +124 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 1,822 $2.1M 0.65% +380 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,815 $2.1M 0.47% -263 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 1,815 $2.1M 1.09% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,813 $2.09M 0.58% +1 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,809 $2.09M -646 Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,806 $2.08M 0.61% -272 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,806 $2.08M 0.76% +641 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,802 $2.08M 1.58% +1,010 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,800 $2.08M 1.35% -250 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,800 $2.08M 0.2% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 1,800 $2.08M 0.39% new 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 1,800 $2.08M 0.05% new 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 1,800 $2.08M 0.35% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,800 $2.08M 0.8% -1,800 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,794 $2.07M 0.91% -54 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,788 $2.06M 0.72% -3,281 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 1,785 $2.06M 3.89% -5,630 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,776 $2.05M 0.3% +517 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,775 $2.05M 0.57% +298 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,770 $2.04M 0.48% +482 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 19,119 $2.04M 0.27% +2,203 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,766 $2.04M 0.18% +105 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,764 $2.04M 0.25% -1,122 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,764 $2.04M 0.15% +189 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,756 $2.03M 0.06% +649 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,755 $2.03M 0.49% -113 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,746 $2.02M 0.79% +1,662 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,742 $2.01M 0.66% +331 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,741 $2.01M 1.65% +538 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 2,309 $2.01M 1.28% 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,739 $2.01M 0.4% -111 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,739 $2.01M 0.33% +790 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,731 $2M 1.29% +28 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 1,730 $2M 1.34% +44 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,730 $2M 0.16% -590 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,728 $1.99M 0.65% -310 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,096 $1.99M 0.1% +1,293 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,720 $1.99M 0.4% +98 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,719 $1.98M 0.15% +102 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,716 $1.98M 0.38% +835 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,715 $1.98M 0.78% -39 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,709 $1.97M 0.03% -414 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,708 $1.97M 0.13% +194 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,716 $1.97M 0.2% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,703 $1.97M 0.11% -174 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,701 $1.96M 1.53% +179 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,700 $1.96M 0.1% -85 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,699 $1.96M 0.71% +1,649 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,694 $1.96M 0.04% -37,732 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,189 $1.96M 1.16% +233 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,685 $1.94M 0.58% -726 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,678 $1.94M 0.49% -95 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 1,673 $1.93M 0.02% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,670 $1.93M 0.12% +106 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,669 $1.93M 0.78% -617 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,669 $1.93M 0.74% -16 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,669 $1.93M 0.68% -7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,669 $1.93M 0.09% -364 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,668 $1.93M 1.04% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,665 $1.92M 0.41% -20 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,665 $1.92M 0.61% -335 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,663 $1.92M 1.31% +208 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,660 $1.92M 0.7% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,660 $1.92M 0.57% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,659 $1.92M 0.22% +910 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,658 $1.91M 0.35% +40 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,653 $1.91M 2.32% -298 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,648 $1.9M 0.41% -118 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,639 $1.89M 0.45% +36 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,638 $1.89M 0.93% -6,839 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,632 $1.88M 0.09% +76 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,632 $1.88M 0.97% -1,447 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,630 $1.88M 0.83% -53 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,629 $1.88M 0.27% -1,947 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 1,629 $1.88M 0.85% -1,825 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,623 $1.87M 0.13% -256 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,618 $1.87M 0.1% +421 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,598 $1.84M 0.26% +63 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,597 $1.84M 0.08% +152 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,361 $1.84M 0.43% +180 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,593 $1.84M 0.31% +152 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,586 $1.83M 0.28% -139 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,583 $1.83M 0.2% +847 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,581 $1.82M 0.36% -298 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,579 $1.82M 0.18% -1,253 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,576 $1.82M 1.19% +197 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,576 $1.82M 0.33% 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,575 $1.82M 0.97% +375 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,573 $1.82M 0.03% -356 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,571 $1.81M 0.82% -2,229 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,570 $1.81M 0.66% -18 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,567 $1.81M 0.23% new 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,566 $1.81M 0.37% +881 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,564 $1.8M 0.47% +284 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,562 $1.8M 0.02% +483 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,561 $1.8M 0.04% -219 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,560 $1.8M 0.11% +22 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,557 $1.8M 0.49% -1,889 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,554 $1.79M 0.32% -750 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,551 $1.79M 0.35% +164 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,549 $1.79M 0.51% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,832 $1.79M 2.06% -845 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,546 $1.78M 0.61% -27,839 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,545 $1.78M 0.21% -120 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,544 $1.78M 0.39% -115 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,544 $1.78M 0.51% -45 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,543 $1.78M 0.33% +16 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,541 $1.78M 0.46% -135 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,540 $1.78M 0.25% +269 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,540 $1.78M 1.67% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,535 $1.77M 0.11% +100 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,531 $1.77M 0.23% -890 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,529 $1.76M 0.68% +587 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,529 $1.76M 0.68% +904 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,529 $1.76M 0.78% +146 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,526 $1.76M 0.46% +224 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,525 $1.76M 0.04% -830 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,525 $1.76M 0.72% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,524 $1.76M 0.82% -95 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1,517 $1.75M 0.84% -2,500 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,515 $1.75M 0.38% +60 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,515 $1.75M 0.12% +534 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,513 $1.75M 0.2% -211 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,511 $1.74M 0.18% -956 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,507 $1.74M 1.61% -1 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,506 $1.74M 0.17% -12 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,505 $1.74M 0.13% +547 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,502 $1.73M 1.15% -351 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 1,500 $1.73M 0.42% -2,500 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $1.73M 0.56% 0 13F-HR Timeline Group DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1,498 $1.73M 0.07% -274,552 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,497 $1.73M 0.95% -30 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,493 $1.72M 0.14% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,492 $1.72M 1.44% +103 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,484 $1.71M 0.52% -1,779 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,484 $1.71M 1.07% +339 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,483 $1.71M 0.04% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,479 $1.71M 0.24% +120 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,474 $1.7M 0.68% -165 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,470 $1.7M 0.33% +33 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,464 $1.69M 0.65% +175 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,464 $1.69M 0.4% -308 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 1,462 $1.69M 0.78% -1,350 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 1,459 $1.68M 0.44% -329 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,450 $1.67M 0.58% -75 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,449 $1.67M 1.07% +2 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,441 $1.66M 1.25% -1,303 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,439 $1.66M 0.17% +164 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,432 $1.65M 0.12% -211 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,431 $1.65M 0.11% -10 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,431 $1.65M 0.13% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,430 $1.65M 0.41% +319 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,428 $1.65M 1.1% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,428 $1.65M 0.31% +672 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,903 $1.64M 0.66% +143 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 1,419 $1.64M 0.08% +777 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 1,416 $1.63M 0.81% new 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,415 $1.63M 0.44% -277 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,413 $1.63M 0.45% -269 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,413 $1.63M 0.24% -12,669 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,409 $1.63M 0.37% +461 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,403 $1.62M 0.35% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,402 $1.62M 0.78% +41 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,402 $1.62M 0.13% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,401 $1.62M 0.24% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,400 $1.62M 0.22% -100 13F-HR Timeline Private Capital Advisors, Inc. 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