V2 Financial group LLC More: the full row for V2 Financial group LLC 10,307 $736K 0.27% +1,684 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 9,637 $735K 0.25% +3,783 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,294 $735K 0.17% +110 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 10,290 $735K 0.02% -4,986 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,290 $735K 0.08% +3,109 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 10,255 $732K 0.64% -30 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,252 $732K 0.34% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,245 $731K 0.11% -15,452 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,223 $730K 0.06% +400 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 10,201 $728K 0.12% -31,888 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,200 $728K 0.19% -672 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 10,175 $726K 0.03% -10,017 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,173 $726K 0.05% -2,167 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 10,150 $725K 0.43% +4,080 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 10,143 $724K 0.03% -3,080 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 10,102 $724K 0.47% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,124 $723K 0.07% +163 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 10,112 $722K 0.03% -32 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,088 $720K 0.09% +7 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,081 $720K 0.02% +685 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,081 $720K 0.07% +1,164 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,077 $720K 0.09% -196 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 10,072 $719K 0.07% +175 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,071 $719K 0.04% +108 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 10,070 $719K 0.04% -37 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 10,070 $719K 0.12% 0 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 10,041 $717K 0.04% -764 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 10,013 $715K 0.6% -5,136 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 10,013 $715K 0.6% new 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 10,009 $715K 0.06% +9 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 10,568 $714K 0.73% +6,758 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 10,000 $714K 0.02% +7,000 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,000 $714K 0.43% -49 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,987 $713K 0.27% -358 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,970 $712K 0.3% +3,335 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 9,955 $711K 0.36% -12,858 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,952 $711K 0.06% -206 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,947 $710K 0.1% +1,241 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 9,938 $710K 0.15% +50 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,878 $705K 0.11% -44,901 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 9,856 $704K 0.09% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,855 $704K 0.09% -139 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,853 $704K 0.07% +428 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 9,836 $702K 0.53% +2,832 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 9,815 $701K 0.19% +193 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9,799 $700K 0.07% +376 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 9,790 $699K 0.48% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,786 $699K 0.08% -3,220 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,776 $698K 0.1% -1,083 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,772 $698K 0.4% +1,202 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,762 $697K 0.03% -11,297 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 9,760 $697K 0.11% +6,378 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,713 $694K 0.17% +76 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 9,697 $692K 0.09% -153 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,694 $692K 0.44% -3,161 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,683 $691K 0.04% -107 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 9,673 $691K 0.27% +1,883 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 9,665 $690K 0.04% -1,830 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,661 $690K 0.15% -65 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 9,651 $689K 0.14% +240 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,550 $682K 0.06% -7 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,546 $682K 0.28% -366 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,536 $681K 0.05% +1,169 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,525 $680K 0.12% +3,579 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9,525 $680K 0.31% +1,543 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,511 $679K 0.41% -3,133 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,510 $679K 0.07% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,507 $679K 0.17% +55 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 9,500 $678K 0.25% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,498 $678K 0.07% -846 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,498 $678K 0.03% +189 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 9,445 $674K 0.55% +639 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 9,420 $673K 0.17% -250 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 9,420 $673K 0.17% +3,840 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 9,419 $672K 0.15% -820 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 9,402 $671K 0.28% -7,243 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,392 $671K 0.11% -1,421 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,565 $669K 0.15% -70 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 9,359 $668K 0.3% +8,906 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,329 $666K 0.23% -1,286 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,310 $665K 0.18% -8,944 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,288 $663K 0.03% -1,194 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,035 $663K 0.12% -430 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 9,247 $660K 0.11% -2,485 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 9,238 $660K 0.22% -2,200 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 9,238 $660K 0.05% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 8,703 $658K 0.42% 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,214 $658K 0.1% -30 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9,202 $657K 0.05% +1,126 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 9,200 $657K 0.26% -1,200 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,138 $652K 0.05% -70 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,125 $652K 0.1% -742 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 9,101 $650K 0.14% -377 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,100 $650K 0.24% -1,425 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,087 $649K 0.1% +30 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 9,069 $648K 0.04% +659 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 9,036 $645K 0.18% -140 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 9,033 $645K 0.24% -1,328 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 9,022 $644K 0.12% -132 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,009 $643K 0.04% -5,688 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 9,007 $643K 0.2% -167 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,012 $643K 0.06% +558 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 9,005 $643K 0.16% +6,248 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,991 $642K 0.33% -435 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 8,972 $641K 0.48% +554 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 8,960 $640K 0.19% +2,235 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8,944 $639K 0.15% -342 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,938 $635K 0.39% +840 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,888 $635K 0.01% +80 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,859 $633K 0.03% -57 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 8,857 $632K 0.05% -16,992 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 8,856 $632K 0.02% +147 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 8,841 $631K 0.15% -788 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 8,830 $630K 0.08% -1,846 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 8,826 $630K 0.11% +4,306 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 8,805 $629K 0.08% -4,347 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 8,800 $628K 0.07% -679 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 8,794 $628K 0.05% -856 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 8,786 $627K 0.34% +367 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 8,785 $627K 0.08% -1,265 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,782 $627K 0.07% -45 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 8,796 $622K 0.14% +423 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,704 $621K 0.08% -349 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,700 $621K 0.09% +1,062 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,681 $620K 0.07% +196 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 8,676 $619K 0.14% +267 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,662 $618K 0.04% +1,036 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,656 $618K 0.33% +1,315 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,601 $614K 0.06% +1,306 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 8,588 $613K 0.07% -3,929 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 8,580 $613K 0.04% +11 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,548 $610K 0.06% -15,866 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8,537 $610K 0.02% +1,131 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 8,536 $609K 0.29% -3,233 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,512 $608K 0.06% -1,986 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 8,468 $605K 0.15% +3,052 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 8,465 $604K 0.31% +196 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,459 $604K 0.09% +1,313 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,447 $603K 0.12% +3,896 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 8,441 $603K 0.08% +1,991 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,426 $602K 0.36% -357 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,409 $600K 0.06% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 8,380 $598K 0.35% +473 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 8,360 $597K 0.4% 0 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 8,350 $596K 0.56% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,343 $596K 0.08% +5,331 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,323 $594K 0.03% +509 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 8,318 $594K 0.23% +635 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 8,318 $594K 0.12% -10,960 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,309 $593K 0.17% +807 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,053 $592K 0.39% -110 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,278 $591K 0.13% -322 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,273 $591K 0.1% +1,744 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,265 $590K 0.04% -846 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,244 $589K 0.27% +89 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,231 $588K 0.2% -192 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 8,219 $587K 0.1% -311 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 8,210 $586K 0.1% +1,459 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,206 $586K 0.22% -143 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 8,205 $586K <0.01% +200 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,194 $585K 0.07% -986 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,187 $585K 0.01% +3,020 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,168 $583K 0.03% +1,911 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,116 $579K 0.39% -1,670 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 8,114 $579K 0.03% 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 8,091 $578K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,087 $577K 0.2% +103 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,079 $577K 0.09% -355 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 8,061 $576K 0.42% +62 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,052 $575K 0.04% -98 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,046 $574K 0.05% -1,374 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 8,040 $574K 0.09% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,000 $571K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,988 $570K 0.15% +795 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,985 $570K 0.04% -1,405 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 7,973 $569K 0.05% +7,123 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 7,967 $569K 0.18% +4,027 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 7,950 $568K 0.04% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 7,943 $567K 0.44% -216 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,940 $567K 0.17% -330 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 7,921 $566K 0.45% +208 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,913 $565K 0.01% -248 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,910 $565K 0.16% +1,920 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,898 $564K 0.07% -22 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,887 $563K 0.17% +4,907 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 7,886 $563K 0.31% -981 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,883 $563K 0.1% -1,490 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,870 $562K 0.11% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,866 $562K 0.05% -439 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,859 $561K 0.07% +89 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 7,849 $560K 0.05% +5,484 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 7,830 $559K 0.18% -330 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 7,808 $557K 0.16% -1,653 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,800 $557K 0.34% -350 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 7,791 $556K 0.48% -13,008 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,791 $556K 0.04% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,791 $556K 0.01% -3,061 13F-HR Timeline Group ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 7,782 $556K 0.01% -709 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 7,770 $555K 0.17% +1,080 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 7,737 $552K 0.12% +3,360 13F-HR Timeline