Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,541 $308K 0.01% -54,372 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 3,506 $305K 0.09% +994 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,501 $304K 0.08% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,497 $304K 0.06% +88 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,475 $302K 0.08% +326 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,468 $301K <0.01% +12 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,466 $301K 0.02% +222 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,458 $300K 0.09% +283 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,449 $300K 0.05% +619 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,443 $300K 0.16% +131 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,436 $299K 0.03% +395 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,409 $296K 0.02% +24 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,404 $296K 0.08% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,397 $295K 0.17% +172 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,361 $292K 0.02% +234 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,344 $291K <0.01% new 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,344 $291K 0.04% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,339 $290K <0.01% +28 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,335 $290K 0.06% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,330 $289K 0.05% +110 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,330 $289K 0.1% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,325 $289K 0.07% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,311 $288K 0.05% +764 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,305 $287K 0.08% -175 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,300 $287K 0.02% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,298 $287K 0.11% +562 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,273 $284K 0.04% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,263 $284K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,257 $283K 0.04% -81 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,250 $282K 0.13% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,246 $282K 0.02% -3,544 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,241 $282K 0.05% +619 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,239 $281K 0.03% +571 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,239 $281K 0.02% +56 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,236 $281K 0.04% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,210 $279K 0.27% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,209 $279K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,208 $279K 0.01% +417 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,197 $278K 0.01% -1,878 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,179 $276K <0.01% new 13F-HR/A Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,176 $276K 0.2% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,170 $275K 0.04% -411 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,160 $275K 0.18% -165 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,162 $275K 0.08% +156 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,159 $274K 0.09% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,154 $274K <0.01% +87 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,139 $273K 0.02% -38 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 3,137 $273K 0.06% 0 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,132 $272K 0.15% +107 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,131 $272K 0.09% +13 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,524 $271K 0.02% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,117 $271K 0.11% +100 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,114 $271K 0.05% +74 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,110 $270K 0.03% +543 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,097 $269K 0.03% +518 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,072 $267K 0.11% new 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 3,068 $267K 0.28% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,067 $267K 0.11% -148 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,059 $266K 0.13% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,296 $265K 0.01% -397,132 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3,000 $265K 0.16% +700 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,049 $265K 0.03% -215,287 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,627 $264K 0.02% -77 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,018 $262K 0.08% +108 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,014 $262K 0.04% -340 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,005 $261K 0.08% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,000 $261K 0.19% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,000 $261K <0.01% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,000 $261K 0.04% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,000 $261K 0.08% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,000 $261K 0.2% -897 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,000 $261K 0.28% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,000 $261K 0.15% +1,000 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 3,000 $261K 0.36% -1,800 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,993 $260K 0.01% +226 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,093 $260K 0.23% -297 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,983 $259K 0.01% new 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,963 $257K 0.16% +225 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,959 $257K 0.25% +3 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 2,900 $256K 0.04% -73 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,942 $256K 0.16% +3 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,941 $256K 0.08% -612 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,938 $255K 0.04% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,901 $252K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,900 $252K 0.12% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,899 $252K 0.26% -37 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,889 $251K 0.04% +22 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,885 $251K 0.06% -178 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,870 $249K <0.01% -301 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 2,865 $249K 0.09% +35 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,864 $249K 0.09% -417 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,857 $248K 0.08% new 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,855 $248K 0.05% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,855 $248K 0.07% +3 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,850 $248K 0.05% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,840 $247K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,834 $246K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,832 $246K 0.01% -99 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,824 $245K 0.01% +213 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,822 $245K 0.03% -940 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,813 $244K 0.02% +11 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,807 $244K 0.22% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,801 $243K 0.03% -464 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,494 $243K 0.26% -28 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,791 $243K <0.01% -55 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,786 $242K 0.04% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,783 $242K 0.01% +50 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,782 $242K 0.16% +340 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,761 $240K 0.02% -235 13F-HR/A Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,761 $240K 0.14% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,744 $238K 0.03% -81 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,744 $238K 0.05% -84 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 2,733 $237K 0.06% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,726 $237K 0.01% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 2,724 $237K 0.04% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,722 $237K 0.01% +213 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,702 $235K 0.02% -32 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,697 $234K 0.04% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,692 $234K 0.04% -1,613 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,685 $233K 0.22% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,681 $233K 0.03% -446 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,680 $233K 0.04% -150 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,656 $231K 0.1% +45 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,656 $231K 0.01% -1,325 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,645 $230K 0.01% +120 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,644 $230K 0.08% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,304 $229K 0.16% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,633 $229K 0.03% +205 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,623 $228K 0.01% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,613 $227K 0.08% -155 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,600 $226K 0.18% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,582 $224K 0.06% +190 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,578 $224K 0.03% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,576 $224K 0.09% +48 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,575 $224K 0.21% 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,575 $224K 0.11% -75 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,575 $224K 0.06% +23 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,572 $223K 0.09% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,569 $223K 0.06% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,569 $223K <0.01% -258 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,560 $222K 0.02% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,558 $222K 0.02% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,545 $221K 0.2% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,530 $220K 0.05% +10 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,524 $219K 0.11% -644 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,511 $218K 0.05% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,506 $218K 0.01% +6 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,500 $217K 0.08% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,480 $215K 0.03% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,467 $214K 0.03% +12 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,461 $214K 0.03% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,461 $214K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,456 $213K <0.01% -1,244 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 2,454 $213K 0.03% new 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,452 $213K 0.06% +61 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,445 $212K 0.02% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,439 $212K 0.02% -39 13F-HR/A Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,438 $212K 0.13% -200 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,423 $211K 0.01% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,420 $210K <0.01% -1,658 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,412 $210K 0.09% -467 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,405 $209K 0.09% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,401 $209K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,399 $208K 0.01% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,392 $208K 0.02% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,380 $207K 0.04% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,375 $206K 0.01% +2,250 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,374 $206K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,373 $206K 0.09% +120 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,365 $205K 0.05% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,364 $205K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,361 $205K 0.05% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,368 $205K 0.06% -14 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,352 $204K 0.01% -3,019 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,915 $204K 0.04% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,350 $204K 0.03% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,348 $204K 0.09% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,343 $204K 0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,336 $203K 0.07% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,315 $201K 0.06% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,314 $201K 0.19% +154 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,307 $200K 0.46% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,290 $199K <0.01% -101 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,044 $178K 0.01% -8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,035 $177K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,011 $175K 0.07% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 2,000 $174K 0.03% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,000 $174K 0.07% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,000 $174K 0.08% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,993 $173K 0.03% +23 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $173K 0.11% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,963 $171K 0.01% +282 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,958 $170K <0.01% +392 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,955 $170K 0.01% -188 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,902 $165K 0.08% -57 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,853 $161K 0.11% +166 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,837 $160K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,832 $159K 0.04% +1,719 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,800 $156K 0.08% 0 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,775 $154K 0.05% +5 13F-HR Timeline